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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 | $167,705 | $148,623+12.8% | $135,974+23.3% | $139,466+20.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.45% | 79.30%-58.8pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,701 | $5,246-48.5% | $4,859-44.4% | $4,754-43.2% |
| Participant deferral / active EE | $11,168 | $8,103+37.8% | $7,760+43.9% | $6,712+66.4% |
| Admin fee / account holder | $130,535 | $12,406+952.2% | $10,767+1112.4% | $11,409+1044.2% |