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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 | $185,732 | $196,972-5.7% | $182,262+1.9% | $198,609-6.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.20% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,196 | $5,364-59.1% | $5,046-56.5% | $5,055-56.6% |
| Participant deferral / active EE | $11,402 | $8,643+31.9% | $8,276+37.8% | $6,977+63.4% |
| Admin fee / account holder | $8,276 | $18,429-55.1% | $16,712-50.5% | $19,030-56.5% |