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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 | $183,972 | $165,361+11.3% | $149,715+22.9% | $158,950+15.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.71% | 348.24%-332.5pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $14,999 | $5,103+193.9% | $4,645+222.9% | $4,762+215.0% |
| Participant deferral / active EE | $6,500 | $7,182-9.5% | $6,842-5.0% | $5,983+8.6% |
| Admin fee / account holder | $1,038 | $10,808-90.4% | $9,310-88.9% | $11,248-90.8% |