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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 | $210,307 | $166,131+26.6% | $164,975+27.5% | $145,877+44.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.87% | 100.37%-89.5pp | 70.12%-59.3pp | 551.28%-540.4pp |
| Employer contribution / active EE | $13,523 | $5,276+156.3% | $4,343+211.4% | $4,663+190.0% |
| Participant deferral / active EE | $2,087 | $6,962-70.0% | $6,033-65.4% | $6,691-68.8% |
| Admin fee / account holder | $20,400 | $16,648+22.5% | $12,688+60.8% | $13,402+52.2% |