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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 | $196,285 | $157,304+24.8% | $141,197+39.0% | $152,909+28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.72% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $7,894 | $5,263+50.0% | $4,736+66.7% | $4,764+65.7% |
| Participant deferral / active EE | $5,311 | $7,111-25.3% | $6,710-20.9% | $5,851-9.2% |
| Admin fee / account holder | $14,427 | $12,126+19.0% | $10,265+40.5% | $11,601+24.4% |