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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 | $212,046 | $183,592+15.5% | $155,574+36.3% | $145,877+45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $23,975 | $5,317+350.9% | $4,676+412.8% | $4,663+414.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,681 | $19,316-91.3% | $15,914-89.4% | $13,402-87.5% |