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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 | $176,676 | $165,399+6.8% | $149,745+18.0% | $158,982+11.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.22% | 348.34%-340.1pp | 276.72%-268.5pp | 302.99%-294.8pp |
| Employer contribution / active EE | $6,642 | $5,105+30.1% | $4,646+43.0% | $4,763+39.4% |
| Participant deferral / active EE | $6,372 | $7,183-11.3% | $6,843-6.9% | $5,983+6.5% |
| Admin fee / account holder | $2,983 | $10,811-72.4% | $9,312-68.0% | $11,252-73.5% |