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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 | $172,177 | $183,516-6.2% | $155,534+10.7% | $145,884+18.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $13,333 | $5,315+150.9% | $4,675+185.2% | $4,662+186.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,502 | $19,293-71.5% | $15,900-65.4% | $13,392-58.9% |