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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 | $201,755 | $197,637+2.1% | $177,848+13.4% | $158,982+26.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.85% | 58.77%-48.9pp | 48.33%-38.5pp | 302.99%-293.1pp |
| Employer contribution / active EE | $8,561 | $6,698+27.8% | $5,919+44.6% | $4,763+79.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,625 | $15,406-37.5% | $12,431-22.6% | $11,252-14.5% |