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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 | $179,295 | $183,539-2.3% | $155,556+15.3% | $145,897+22.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 61.31%-51.2pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,336 | $5,315-56.1% | $4,675-50.0% | $4,663-49.9% |
| Participant deferral / active EE | $15,315 | $6,467+136.8% | $5,631+172.0% | $6,689+128.9% |
| Admin fee / account holder | $1,201 | $19,275-93.8% | $15,885-92.4% | $13,390-91.0% |