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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 | $127,915 | $226,135-43.4% | $182,558-29.9% | $152,909-16.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.80% | 192.60%-164.8pp | 148.59%-120.8pp | 345.46%-317.7pp |
| Employer contribution / active EE | $14,575 | $4,979+192.7% | $4,076+257.6% | $4,764+206.0% |
| Participant deferral / active EE | $5,340 | $6,371-16.2% | $5,526-3.4% | $5,851-8.7% |
| Admin fee / account holder | $3,417 | $10,707-68.1% | $8,594-60.2% | $11,601-70.5% |