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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 | $156,103 | $108,942+43.3% | $100,415+55.5% | $145,897+7.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.59% | 58.27%-40.7pp | 49.47%-31.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $9,634 | $4,422+117.9% | $3,943+144.3% | $4,663+106.6% |
| Participant deferral / active EE | $10,118 | $8,461+19.6% | $8,091+25.1% | $6,689+51.3% |
| Admin fee / account holder | $469 | $9,702-95.2% | $7,906-94.1% | $13,390-96.5% |