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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 | $163,288 | $157,296+3.8% | $141,191+15.7% | $152,897+6.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.76% | 64.34%-31.6pp | 71.41%-38.6pp | 345.43%-312.7pp |
| Employer contribution / active EE | $37,000 | $5,262+603.1% | $4,736+681.3% | $4,764+676.7% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $2,237 | $12,125-81.5% | $10,264-78.2% | $11,599-80.7% |