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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 | $210,548 | $183,592+14.7% | $155,567+35.3% | $145,959+44.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.49% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,152 | $5,315-78.3% | $4,674-75.4% | $4,661-75.3% |
| Participant deferral / active EE | $9,675 | $6,464+49.7% | $5,628+71.9% | $6,689+44.6% |
| Admin fee / account holder | $7,407 | $19,318-61.7% | $15,916-53.5% | $13,398-44.7% |