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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 | $145,411 | $112,935+28.8% | $90,970+59.8% | $158,966-8.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.21% | 215.79%-196.6pp | 134.58%-115.4pp | 302.95%-283.7pp |
| Employer contribution / active EE | $10,575 | $2,895+265.4% | $2,122+398.3% | $4,762+122.1% |
| Participant deferral / active EE | $13,158 | $4,129+218.7% | $3,373+290.1% | $5,983+119.9% |
| Admin fee / account holder | $8,317 | $8,045+3.4% | $5,960+39.5% | $11,250-26.1% |