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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 | $188,444 | $178,174+5.8% | $156,181+20.7% | $137,256+37.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.22% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $11,111 | $4,972+123.5% | $4,294+158.8% | $4,156+167.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,990 | $17,404-8.1% | $14,586+9.6% | $12,270+30.3% |