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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 | $201,603 | $114,119+76.7% | $107,187+88.1% | $138,895+45.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.82% | 273.21%-261.4pp | 204.55%-192.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $8,289 | $4,059+104.2% | $3,782+119.2% | $4,194+97.6% |
| Participant deferral / active EE | $5,688 | $5,538+2.7% | $5,096+11.6% | $6,396-11.1% |
| Admin fee / account holder | $12,431 | $10,024+24.0% | $9,162+35.7% | $12,562-1.0% |