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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 | $207,163 | $154,209+34.3% | $130,062+59.3% | $139,487+48.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 49.14% | 32.52%+16.6pp | -137.37%+186.5pp | 373.84%-324.7pp |
| Employer contribution / active EE | $12,964 | $5,292+145.0% | $4,322+199.9% | $4,755+172.7% |
| Participant deferral / active EE | $2,087 | $6,709-68.9% | $5,821-64.2% | $6,713-68.9% |
| Admin fee / account holder | $11,029 | $13,988-21.2% | $10,601+4.0% | $11,407-3.3% |