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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 | $248,095 | $165,361+50.0% | $149,715+65.7% | $158,950+56.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.37% | 348.24%-337.9pp | 276.66%-266.3pp | 302.91%-292.5pp |
| Employer contribution / active EE | $12,437 | $5,103+143.7% | $4,645+167.8% | $4,762+161.2% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,842+26.7% | $5,983+44.9% |
| Admin fee / account holder | $933 | $10,808-91.4% | $9,310-90.0% | $11,248-91.7% |