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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 | $177,441 | $125,778+41.1% | $114,563+54.9% | $154,746+14.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 33.25% | 295.14%-261.9pp | 241.09%-207.8pp | 172.34%-139.1pp |
| Employer contribution / active EE | $9,111 | $2,806+224.7% | $2,592+251.5% | $4,379+108.1% |
| Participant deferral / active EE | $4,049 | $4,445-8.9% | $4,142-2.2% | $6,730-39.8% |
| Admin fee / account holder | $9,158 | $8,190+11.8% | $7,623+20.1% | $14,365-36.3% |