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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 | $156,622 | $176,105-11.1% | $159,474-1.8% | $167,536-6.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.79% | 331.91%-309.1pp | 263.68%-240.9pp | 478.82%-456.0pp |
| Employer contribution / active EE | $3,935 | $5,299-25.7% | $4,831-18.5% | $4,839-18.7% |
| Participant deferral / active EE | $14,997 | $7,751+93.5% | $7,353+103.9% | $6,342+136.5% |
| Admin fee / account holder | $591 | $12,559-95.3% | $10,802-94.5% | $12,315-95.2% |