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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 | $237,060 | $109,967+115.6% | $97,197+143.9% | $145,877+62.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.70% | 244.27%-228.6pp | 75.47%-59.8pp | 551.28%-535.6pp |
| Employer contribution / active EE | $8,525 | $3,077+177.1% | $2,723+213.1% | $4,663+82.8% |
| Participant deferral / active EE | $8,803 | $4,676+88.2% | $4,263+106.5% | $6,691+31.6% |
| Admin fee / account holder | $4,213 | $6,199-32.0% | $5,637-25.3% | $13,402-68.6% |