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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 | $107,509 | $184,000-41.6% | $162,185-33.7% | $152,909-29.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.11% | 150.80%-123.7pp | 115.61%-88.5pp | 345.46%-318.4pp |
| Employer contribution / active EE | $12,571 | $6,370+97.3% | $5,613+124.0% | $4,764+163.9% |
| Participant deferral / active EE | $8,349 | $8,033+3.9% | $7,297+14.4% | $5,851+42.7% |
| Admin fee / account holder | $572 | $13,124-95.6% | $10,844-94.7% | $11,601-95.1% |