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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 | $140,645 | $183,592-23.4% | $155,574-9.6% | $145,877-3.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.71% | 61.37%-40.7pp | 64.87%-44.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $24,181 | $5,317+354.8% | $4,676+417.2% | $4,663+418.6% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $2,011 | $19,316-89.6% | $15,914-87.4% | $13,402-85.0% |