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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 | $217,054 | $99,345+118.5% | $84,753+156.1% | $273,972-20.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 90.16% | 22.93%+67.2pp | 22.78%+67.4pp | 41.46%+48.7pp |
| Employer contribution / active EE | $25,469 | $4,214+504.4% | $3,574+612.5% | $4,869+423.1% |
| Participant deferral / active EE | $202,867 | $4,270+4651.3% | $3,712+5365.3% | $5,287+3736.9% |
| Admin fee / account holder | $1,427 | $6,645-78.5% | $5,333-73.2% | $10,133-85.9% |