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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 | $236,112 | $165,399+42.8% | $149,745+57.7% | $158,982+48.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.98% | 348.34%-335.4pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $7,726 | $5,105+51.4% | $4,646+66.3% | $4,763+62.2% |
| Participant deferral / active EE | $5,960 | $7,183-17.0% | $6,843-12.9% | $5,983-0.4% |
| Admin fee / account holder | $1,703 | $10,811-84.2% | $9,312-81.7% | $11,252-84.9% |