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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 | $222,639 | $157,296+41.5% | $141,191+57.7% | $152,897+45.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.09% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $7,095 | $5,262+34.8% | $4,736+49.8% | $4,764+48.9% |
| Participant deferral / active EE | $3,832 | $7,111-46.1% | $6,710-42.9% | $5,851-34.5% |
| Admin fee / account holder | $10,380 | $12,125-14.4% | $10,264+1.1% | $11,599-10.5% |