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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 | $148,434 | $185,883-20.1% | $170,043-12.7% | $139,466+6.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.47% | 60.54%-49.1pp | 53.40%-41.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $8,462 | $7,596+11.4% | $6,790+24.6% | $4,754+78.0% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,559 | $15,393-70.4% | $12,824-64.4% | $11,409-60.0% |