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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 | $215,967 | $115,814+86.5% | $101,275+113.2% | $158,982+35.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.15% | 56.16%-43.0pp | 46.48%-33.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $7,699 | $4,176+84.4% | $3,660+110.4% | $4,763+61.7% |
| Participant deferral / active EE | $7,329 | $4,958+47.8% | $4,371+67.7% | $5,983+22.5% |
| Admin fee / account holder | $5,118 | $7,249-29.4% | $5,948-14.0% | $11,252-54.5% |