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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 | $165,628 | $183,592-9.8% | $155,574+6.5% | $145,877+13.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.03% | 61.37%-38.3pp | 64.87%-41.8pp | 551.28%-528.3pp |
| Employer contribution / active EE | $8,863 | $5,317+66.7% | $4,676+89.5% | $4,663+90.1% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,691+71.9% |
| Admin fee / account holder | $1,570 | $19,316-91.9% | $15,914-90.1% | $13,402-88.3% |