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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 | $217,537 | $175,231+24.1% | $149,696+45.3% | $139,466+56.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.83% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $6,207 | $5,478+13.3% | $4,821+28.8% | $4,754+30.6% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,712+235.2% |
| Admin fee / account holder | $6,332 | $16,155-60.8% | $13,212-52.1% | $11,409-44.5% |