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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 | $212,450 | $157,296+35.1% | $141,191+50.5% | $152,897+38.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.47% | 64.34%-37.9pp | 71.41%-44.9pp | 345.43%-319.0pp |
| Employer contribution / active EE | $5,543 | $5,262+5.3% | $4,736+17.0% | $4,764+16.4% |
| Participant deferral / active EE | $16,714 | $7,111+135.0% | $6,710+149.1% | $5,851+185.6% |
| Admin fee / account holder | $510 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |