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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 | $208,628 | $157,296+32.6% | $141,191+47.8% | $152,897+36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.23% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $4,414 | $5,262-16.1% | $4,736-6.8% | $4,764-7.3% |
| Participant deferral / active EE | $12,473 | $7,111+75.4% | $6,710+85.9% | $5,851+113.2% |
| Admin fee / account holder | $2,973 | $12,125-75.5% | $10,264-71.0% | $11,599-74.4% |