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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,999 | $100,911+51.6% | $90,440+69.2% | $158,966-3.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 22.75% | 1726.62%-1703.9pp | 1294.38%-1271.6pp | 302.95%-280.2pp |
| Employer contribution / active EE | $4,337 | $3,690+17.5% | $3,263+32.9% | $4,762-8.9% |
| Participant deferral / active EE | $5,600 | $4,348+28.8% | $3,964+41.3% | $5,983-6.4% |
| Admin fee / account holder | $8,349 | $6,507+28.3% | $5,615+48.7% | $11,250-25.8% |