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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 | $168,704 | $185,856-9.2% | $170,028-0.8% | $139,456+21.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.26% | 60.52%-42.3pp | 53.39%-35.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $6,667 | $7,593-12.2% | $6,788-1.8% | $4,753+40.3% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,409 | $15,387-64.8% | $12,820-57.8% | $11,407-52.6% |