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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 | $190,555 | $157,276+21.2% | $141,177+35.0% | $152,885+24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.71% | 64.33%-39.6pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $3,357 | $5,262-36.2% | $4,736-29.1% | $4,763-29.5% |
| Participant deferral / active EE | $11,256 | $7,110+58.3% | $6,710+67.8% | $5,851+92.4% |
| Admin fee / account holder | $45,577 | $12,123+276.0% | $10,263+344.1% | $11,598+293.0% |