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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 | $107,913 | $157,296-31.4% | $141,191-23.6% | $152,897-29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.73% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $14,969 | $5,262+184.5% | $4,736+216.1% | $4,764+214.2% |
| Participant deferral / active EE | $11,773 | $7,111+65.6% | $6,710+75.5% | $5,851+101.2% |
| Admin fee / account holder | $5,000 | $12,125-58.8% | $10,264-51.3% | $11,599-56.9% |