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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 | $227,931 | $209,422+8.8% | $178,503+27.7% | $158,982+43.4% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.65% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.3pp |
| Employer contribution / active EE | $6,882 | $5,707+20.6% | $5,011+37.3% | $4,763+44.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,704 | $17,079-2.2% | $13,987+19.4% | $11,252+48.5% |