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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 | $170,545 | $108,897+56.6% | $100,378+69.9% | $145,877+16.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.66% | 58.17%-46.5pp | 49.41%-37.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,741 | $4,420-38.0% | $3,942-30.5% | $4,663-41.2% |
| Participant deferral / active EE | $7,904 | $8,455-6.5% | $8,087-2.3% | $6,691+18.1% |
| Admin fee / account holder | $13,912 | $9,690+43.6% | $7,899+76.1% | $13,402+3.8% |