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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 | $249,434 | $115,796+115.4% | $101,264+146.3% | $158,950+56.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.59% | 56.15%-45.6pp | 46.48%-35.9pp | 302.91%-292.3pp |
| Employer contribution / active EE | $14,179 | $4,175+239.6% | $3,660+287.4% | $4,762+197.8% |
| Participant deferral / active EE | $5,213 | $4,958+5.1% | $4,370+19.3% | $5,983-12.9% |
| Admin fee / account holder | $18,106 | $7,247+149.8% | $5,947+204.5% | $11,248+61.0% |