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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 | $109,967+6.4% | $97,197+20.4% | $145,877-19.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 244.27%-231.0pp | 75.47%-62.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,375 | $3,077+42.2% | $2,723+60.7% | $4,663-6.2% |
| Participant deferral / active EE | $14,500 | $4,676+210.1% | $4,263+240.1% | $6,691+116.7% |
| Admin fee / account holder | $878 | $6,199-85.8% | $5,637-84.4% | $13,402-93.4% |