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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 | $230,771 | $183,516+25.7% | $155,534+48.4% | $145,884+58.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $10,537 | $5,315+98.3% | $4,675+125.4% | $4,662+126.0% |
| Participant deferral / active EE | $5,080 | $6,467-21.4% | $5,630-9.8% | $6,690-24.1% |
| Admin fee / account holder | $701 | $19,293-96.4% | $15,900-95.6% | $13,392-94.8% |