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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 | $205,619 | $183,627+12.0% | $155,602+32.1% | $145,978+40.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 61.32%-46.8pp | 64.81%-50.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,106 | $5,316-79.2% | $4,675-76.3% | $4,662-76.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,974 | $19,327-84.6% | $15,923-81.3% | $13,400-77.8% |