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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 | $176,742 | $166,242+6.3% | $165,071+7.1% | $145,884+21.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.83% | 100.44%-91.6pp | 70.17%-61.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $9,002 | $5,283+70.4% | $4,347+107.1% | $4,662+93.1% |
| Participant deferral / active EE | $4,357 | $6,964-37.4% | $6,035-27.8% | $6,690-34.9% |
| Admin fee / account holder | $429 | $16,658-97.4% | $12,695-96.6% | $13,392-96.8% |