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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 | $249,035 | $197,625+26.0% | $177,840+40.0% | $158,966+56.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.23% | 58.76%-43.5pp | 48.32%-33.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $9,600 | $6,698+43.3% | $5,919+62.2% | $4,762+101.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $600 | $15,405-96.1% | $12,431-95.2% | $11,250-94.7% |