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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 | $165,694 | $183,592-9.7% | $155,574+6.5% | $145,877+13.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.71% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $14,481 | $5,317+172.4% | $4,676+209.7% | $4,663+210.6% |
| Participant deferral / active EE | $6,291 | $6,466-2.7% | $5,629+11.7% | $6,691-6.0% |
| Admin fee / account holder | $2,053 | $19,316-89.4% | $15,914-87.1% | $13,402-84.7% |