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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 | $201,391 | $157,296+28.0% | $141,191+42.6% | $152,897+31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.91% | 64.34%-46.4pp | 71.41%-53.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $4,625 | $5,262-12.1% | $4,736-2.3% | $4,764-2.9% |
| Participant deferral / active EE | $12,502 | $7,111+75.8% | $6,710+86.3% | $5,851+113.7% |
| Admin fee / account holder | $925 | $12,125-92.4% | $10,264-91.0% | $11,599-92.0% |