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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 | $228,742 | $162,136+41.1% | $152,301+50.2% | $154,746+47.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.68% | 91.02%-79.3pp | 80.50%-68.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $16,037 | $4,890+227.9% | $4,624+246.8% | $4,379+266.2% |
| Participant deferral / active EE | $7,750 | $8,341-7.1% | $8,004-3.2% | $6,730+15.2% |
| Admin fee / account holder | $4,149 | $15,759-73.7% | $14,398-71.2% | $14,365-71.1% |