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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 | $206,810 | $157,296+31.5% | $141,191+46.5% | $152,897+35.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.74% | 64.34%-39.6pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $6,303 | $5,262+19.8% | $4,736+33.1% | $4,764+32.3% |
| Participant deferral / active EE | $16,699 | $7,111+134.8% | $6,710+148.9% | $5,851+185.4% |
| Admin fee / account holder | $1,922 | $12,125-84.1% | $10,264-81.3% | $11,599-83.4% |