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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 | $202,034 | $148,623+35.9% | $135,974+48.6% | $139,466+44.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.51% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $27,203 | $5,246+418.5% | $4,859+459.8% | $4,754+472.2% |
| Participant deferral / active EE | $8,750 | $8,103+8.0% | $7,760+12.8% | $6,712+30.4% |
| Admin fee / account holder | $5,000 | $12,406-59.7% | $10,767-53.6% | $11,409-56.2% |