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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 | $191,911 | $107,368+78.7% | $92,915+106.5% | $152,909+25.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.69% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $8,476 | $4,222+100.7% | $3,653+132.0% | $4,764+77.9% |
| Participant deferral / active EE | $6,762 | $4,848+39.5% | $4,238+59.5% | $5,851+15.6% |
| Admin fee / account holder | $9,294 | $7,082+31.2% | $5,796+60.4% | $11,601-19.9% |