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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 | $227,142 | $148,623+52.8% | $135,974+67.0% | $139,466+62.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.16% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $6,117 | $5,246+16.6% | $4,859+25.9% | $4,754+28.7% |
| Participant deferral / active EE | $10,312 | $8,103+27.3% | $7,760+32.9% | $6,712+53.6% |
| Admin fee / account holder | $2,214 | $12,406-82.2% | $10,767-79.4% | $11,409-80.6% |