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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 | $155,741 | $106,008+46.9% | $92,240+68.8% | $147,586+5.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.13% | 50.05%-33.9pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $5,123 | $4,333+18.2% | $3,680+39.2% | $4,876+5.1% |
| Participant deferral / active EE | $2,494 | $4,478-44.3% | $3,897-36.0% | $5,439-54.1% |
| Admin fee / account holder | $592 | $6,333-90.6% | $5,194-88.6% | $10,886-94.6% |