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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 | $229,814 | $157,304+46.1% | $141,197+62.8% | $152,909+50.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.24% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $15,548 | $5,263+195.5% | $4,736+228.3% | $4,764+226.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,951 | $12,126-67.4% | $10,265-61.5% | $11,601-65.9% |