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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 | $174,929 | $185,856-5.9% | $170,028+2.9% | $139,456+25.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.90% | 60.52%-46.6pp | 53.39%-39.5pp | 373.45%-359.6pp |
| Employer contribution / active EE | $6,835 | $7,593-10.0% | $6,788+0.7% | $4,753+43.8% |
| Participant deferral / active EE | $10,008 | $11,623-13.9% | $10,409-3.8% | $6,711+49.1% |
| Admin fee / account holder | $1,261 | $15,387-91.8% | $12,820-90.2% | $11,407-88.9% |