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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 | $167,671 | $134,817+24.4% | $123,973+35.2% | $155,188+8.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.40% | 515.49%-497.1pp | 388.13%-369.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $5,490 | $4,425+24.1% | $4,126+33.1% | $4,248+29.2% |
| Participant deferral / active EE | $22,354 | $5,706+291.7% | $5,247+326.0% | $6,531+242.3% |
| Admin fee / account holder | $15,419 | $13,245+16.4% | $11,799+30.7% | $14,480+6.5% |