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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 | $85,478 | $157,296-45.7% | $141,191-39.5% | $152,897-44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.06% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $8,359 | $5,262+58.8% | $4,736+76.5% | $4,764+75.5% |
| Participant deferral / active EE | $2,967 | $7,111-58.3% | $6,710-55.8% | $5,851-49.3% |
| Admin fee / account holder | $11,282 | $12,125-7.0% | $10,264+9.9% | $11,599-2.7% |