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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 | $206,671 | $198,462+4.1% | $170,439+21.3% | $147,585+40.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.36% | 257.30%-238.9pp | 205.94%-187.6pp | 578.58%-560.2pp |
| Employer contribution / active EE | $1,767 | $6,184-71.4% | $5,433-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $5,521 | $5,629-1.9% | $4,939+11.8% | $5,439+1.5% |
| Admin fee / account holder | $1,696 | $16,852-89.9% | $13,881-87.8% | $10,886-84.4% |