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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 | $70,623 | $176,105-59.9% | $159,474-55.7% | $167,536-57.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.73% | 331.91%-305.2pp | 263.68%-236.9pp | 478.82%-452.1pp |
| Employer contribution / active EE | $5,168 | $5,299-2.5% | $4,831+7.0% | $4,839+6.8% |
| Participant deferral / active EE | $17,246 | $7,751+122.5% | $7,353+134.5% | $6,342+171.9% |
| Admin fee / account holder | $18,801 | $12,559+49.7% | $10,802+74.0% | $12,315+52.7% |