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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 | $246,762 | $209,425+17.8% | $178,499+38.2% | $158,966+55.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 10.88% | 188.80%-177.9pp | 151.10%-140.2pp | 302.95%-292.1pp |
| Employer contribution / active EE | $2,850 | $5,707-50.1% | $5,011-43.1% | $4,762-40.2% |
| Participant deferral / active EE | $2,807 | $5,955-52.9% | $5,202-46.0% | $5,983-53.1% |
| Admin fee / account holder | $2,347 | $17,078-86.3% | $13,986-83.2% | $11,250-79.1% |