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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 | $199,634 | $157,276+26.9% | $141,177+41.4% | $152,885+30.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.66% | 64.33%-38.7pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $3,988 | $5,262-24.2% | $4,736-15.8% | $4,763-16.3% |
| Participant deferral / active EE | $13,381 | $7,110+88.2% | $6,710+99.4% | $5,851+128.7% |
| Admin fee / account holder | $19,520 | $12,123+61.0% | $10,263+90.2% | $11,598+68.3% |