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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 | $232,567 | $165,399+40.6% | $149,745+55.3% | $158,982+46.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.16% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,849 | $5,105-44.2% | $4,646-38.7% | $4,763-40.2% |
| Participant deferral / active EE | $7,947 | $7,183+10.6% | $6,843+16.1% | $5,983+32.8% |
| Admin fee / account holder | $6,085 | $10,811-43.7% | $9,312-34.7% | $11,252-45.9% |