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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 | $102,572 | $111,814-8.3% | $93,654+9.5% | $145,959-29.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.87% | 203.30%-194.4pp | 133.34%-124.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $5,445 | $3,092+76.1% | $2,421+124.9% | $4,661+16.8% |
| Participant deferral / active EE | $3,967 | $4,914-19.3% | $4,413-10.1% | $6,689-40.7% |
| Admin fee / account holder | $487 | $10,246-95.2% | $8,282-94.1% | $13,398-96.4% |