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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 | $166,468 | $134,817+23.5% | $123,973+34.3% | $155,188+7.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.94% | 515.49%-499.6pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $16,128 | $4,425+264.5% | $4,126+290.9% | $4,248+279.7% |
| Participant deferral / active EE | $4,950 | $5,706-13.2% | $5,247-5.7% | $6,531-24.2% |
| Admin fee / account holder | $11,646 | $13,245-12.1% | $11,799-1.3% | $14,480-19.6% |