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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 | $217,675 | $183,539+18.6% | $155,556+39.9% | $145,897+49.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $9,355 | $5,315+76.0% | $4,675+100.1% | $4,663+100.6% |
| Participant deferral / active EE | $12,946 | $6,467+100.2% | $5,631+129.9% | $6,689+93.5% |
| Admin fee / account holder | $8,987 | $19,275-53.4% | $15,885-43.4% | $13,390-32.9% |