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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 | $133,242 | $157,296-15.3% | $141,191-5.6% | $152,897-12.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.89% | 64.34%-27.5pp | 71.41%-34.5pp | 345.43%-308.5pp |
| Employer contribution / active EE | $10,887 | $5,262+106.9% | $4,736+129.9% | $4,764+128.5% |
| Participant deferral / active EE | $17,671 | $7,111+148.5% | $6,710+163.3% | $5,851+202.0% |
| Admin fee / account holder | $2,369 | $12,125-80.5% | $10,264-76.9% | $11,599-79.6% |