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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 | $199,515 | $148,629+34.2% | $135,982+46.7% | $139,487+43.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.62% | 79.33%-52.7pp | 68.32%-41.7pp | 373.84%-347.2pp |
| Employer contribution / active EE | $50,113 | $5,247+855.2% | $4,859+931.3% | $4,755+954.0% |
| Participant deferral / active EE | $5,980 | $8,102-26.2% | $7,760-22.9% | $6,713-10.9% |
| Admin fee / account holder | $1,090 | $12,406-91.2% | $10,767-89.9% | $11,407-90.4% |