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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 | $108,897+43.3% | $100,378+55.5% | $145,877+7.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.59% | 58.17%-40.6pp | 49.41%-31.8pp | 551.28%-533.7pp |
| Employer contribution / active EE | $9,634 | $4,420+118.0% | $3,942+144.4% | $4,663+106.6% |
| Participant deferral / active EE | $10,118 | $8,455+19.7% | $8,087+25.1% | $6,691+51.2% |
| Admin fee / account holder | $469 | $9,690-95.2% | $7,899-94.1% | $13,402-96.5% |