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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 | $222,314 | $185,312+20.0% | $161,489+37.7% | $154,746+43.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.23% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $9,180 | $4,769+92.5% | $4,268+115.1% | $4,379+109.6% |
| Participant deferral / active EE | $10,901 | $6,350+71.7% | $5,630+93.6% | $6,730+62.0% |
| Admin fee / account holder | $126,685 | $18,654+579.1% | $16,006+691.5% | $14,365+781.9% |