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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 | $229,423 | $167,352+37.1% | $143,788+59.6% | $134,509+70.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 39.91% | 0.47%+39.4pp | -0.03%+39.9pp | 418.13%-378.2pp |
| Employer contribution / active EE | $9,302 | $5,620+65.5% | $4,952+87.9% | $4,741+96.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,266 | $18,091-76.4% | $14,675-70.9% | $11,427-62.7% |