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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 | $144,873 | $107,363+34.9% | $92,909+55.9% | $152,897-5.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.25% | 145.63%-124.4pp | 109.44%-88.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $9,500 | $4,222+125.0% | $3,653+160.0% | $4,764+99.4% |
| Participant deferral / active EE | $7,705 | $4,848+58.9% | $4,238+81.8% | $5,851+31.7% |
| Admin fee / account holder | $4,444 | $7,082-37.2% | $5,795-23.3% | $11,599-61.7% |