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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 | $190,872 | $217,427-12.2% | $185,837+2.7% | $167,518+13.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.82% | 148.39%-125.6pp | 122.08%-99.3pp | 478.71%-455.9pp |
| Employer contribution / active EE | $10,084 | $5,874+71.7% | $5,168+95.1% | $4,838+108.4% |
| Participant deferral / active EE | $4,367 | $6,357-31.3% | $5,568-21.6% | $6,342-31.1% |
| Admin fee / account holder | $83,983 | $19,816+323.8% | $16,241+417.1% | $12,312+582.1% |