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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 | $202,472 | $198,457+2.0% | $170,435+18.8% | $147,586+37.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.52% | 257.30%-241.8pp | 205.94%-190.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $9,371 | $6,183+51.5% | $5,432+72.5% | $4,876+92.2% |
| Participant deferral / active EE | $7,433 | $5,629+32.0% | $4,939+50.5% | $5,439+36.7% |
| Admin fee / account holder | $2,127 | $16,852-87.4% | $13,881-84.7% | $10,886-80.5% |