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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 | $197,766 | $183,988+7.5% | $162,177+21.9% | $152,897+29.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.14% | 150.79%-127.7pp | 115.60%-92.5pp | 345.43%-322.3pp |
| Employer contribution / active EE | $5,435 | $6,370-14.7% | $5,613-3.2% | $4,764+14.1% |
| Participant deferral / active EE | $14,558 | $8,032+81.2% | $7,297+99.5% | $5,851+148.8% |
| Admin fee / account holder | $1,554 | $13,123-88.2% | $10,843-85.7% | $11,599-86.6% |