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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 | $178,420 | $217,427-17.9% | $185,837-4.0% | $167,518+6.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.19% | 148.39%-131.2pp | 122.08%-104.9pp | 478.71%-461.5pp |
| Employer contribution / active EE | $9,667 | $5,874+64.6% | $5,168+87.0% | $4,838+99.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,249 | $19,816-63.4% | $16,241-55.4% | $12,312-41.1% |