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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 | $138,387 | $175,231-21.0% | $149,696-7.6% | $139,466-0.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.44% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $10,776 | $5,478+96.7% | $4,821+123.5% | $4,754+126.7% |
| Participant deferral / active EE | $9,191 | $6,521+40.9% | $5,682+61.8% | $6,712+36.9% |
| Admin fee / account holder | $2,109 | $16,155-86.9% | $13,212-84.0% | $11,409-81.5% |