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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 | $176,142 | $132,634+32.8% | $115,768+52.2% | $137,256+28.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.40% | 160.70%-139.3pp | 100.46%-79.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $14,244 | $3,360+324.0% | $2,940+384.5% | $4,156+242.7% |
| Participant deferral / active EE | $20,547 | $5,619+265.7% | $4,917+317.9% | $6,407+220.7% |
| Admin fee / account holder | $14,471 | $15,028-3.7% | $12,439+16.3% | $12,270+17.9% |