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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 | $140,995 | $176,120-19.9% | $159,487-11.6% | $167,553-15.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.23% | 331.95%-314.7pp | 263.71%-246.5pp | 478.89%-461.7pp |
| Employer contribution / active EE | $9,491 | $5,299+79.1% | $4,831+96.5% | $4,840+96.1% |
| Participant deferral / active EE | $12,250 | $7,752+58.0% | $7,354+66.6% | $6,343+93.1% |
| Admin fee / account holder | $1,203 | $12,561-90.4% | $10,804-88.9% | $12,316-90.2% |