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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 | $246,556 | $227,399+8.4% | $189,758+29.9% | $198,609+24.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.80% | 61.03%-45.2pp | 52.62%-36.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $6,277 | $5,526+13.6% | $4,767+31.7% | $5,055+24.2% |
| Participant deferral / active EE | $8,279 | $6,837+21.1% | $5,856+41.4% | $6,977+18.7% |
| Admin fee / account holder | $1,348 | $25,162-94.6% | $20,388-93.4% | $19,030-92.9% |