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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 | $185,996 | $102,696+81.1% | $86,235+115.7% | $139,487+33.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 15.82% | 1925.91%-1910.1pp | 1170.03%-1154.2pp | 373.84%-358.0pp |
| Employer contribution / active EE | $3,106 | $3,034+2.4% | $2,381+30.5% | $4,755-34.7% |
| Participant deferral / active EE | $3,272 | $4,679-30.1% | $3,987-17.9% | $6,713-51.3% |
| Admin fee / account holder | $799 | $8,667-90.8% | $6,856-88.3% | $11,407-93.0% |