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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 | $135,149 | $103,038+31.2% | $90,324+49.6% | $152,909-11.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.58% | 95.25%-77.7pp | 78.15%-60.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $6,304 | $3,141+100.7% | $2,856+120.7% | $4,764+32.3% |
| Participant deferral / active EE | $7,709 | $4,282+80.0% | $3,885+98.4% | $5,851+31.8% |
| Admin fee / account holder | $5,978 | $6,177-3.2% | $5,356+11.6% | $11,601-48.5% |