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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 | $242,739 | $227,399+6.7% | $189,758+27.9% | $198,609+22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.63% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $10,606 | $5,526+91.9% | $4,767+122.5% | $5,055+109.8% |
| Participant deferral / active EE | $10,311 | $6,837+50.8% | $5,856+76.1% | $6,977+47.8% |
| Admin fee / account holder | $1,305 | $25,162-94.8% | $20,388-93.6% | $19,030-93.1% |