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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 | $202,313 | $227,399-11.0% | $189,758+6.6% | $198,609+1.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.35% | 61.03%-30.7pp | 52.62%-22.3pp | 202.70%-172.3pp |
| Employer contribution / active EE | $11,537 | $5,526+108.8% | $4,767+142.0% | $5,055+128.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $17,601 | $25,162-30.1% | $20,388-13.7% | $19,030-7.5% |