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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 | $117,058 | $110,039+6.4% | $97,260+20.4% | $145,884-19.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 244.44%-231.2pp | 75.54%-62.3pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,375 | $3,074+42.3% | $2,721+60.8% | $4,662-6.2% |
| Participant deferral / active EE | $14,500 | $4,674+210.2% | $4,262+240.2% | $6,690+116.8% |
| Admin fee / account holder | $878 | $6,204-85.8% | $5,640-84.4% | $13,392-93.4% |