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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 | $115,379 | $175,231-34.2% | $149,696-22.9% | $139,466-17.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.94% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $8,920 | $5,478+62.8% | $4,821+85.0% | $4,754+87.6% |
| Participant deferral / active EE | $17,340 | $6,521+165.9% | $5,682+205.2% | $6,712+158.3% |
| Admin fee / account holder | $11,363 | $16,155-29.7% | $13,212-14.0% | $11,409-0.4% |