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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 | $110,412 | $125,190-11.8% | $105,624+4.5% | $145,897-24.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.52% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,541 | $3,720+22.0% | $3,168+43.3% | $4,663-2.6% |
| Participant deferral / active EE | $11,780 | $5,716+106.1% | $5,013+135.0% | $6,689+76.1% |
| Admin fee / account holder | $312 | $17,138-98.2% | $10,961-97.2% | $13,390-97.7% |