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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 | $221,796 | $209,874+5.7% | $189,537+17.0% | $167,536+32.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.00% | 748.61%-736.6pp | 555.34%-543.3pp | 478.82%-466.8pp |
| Employer contribution / active EE | $9,167 | $6,913+32.6% | $6,161+48.8% | $4,839+89.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $21,819 | $14,299+52.6% | $12,048+81.1% | $12,315+77.2% |