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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 | $202,100 | $196,972+2.6% | $182,262+10.9% | $198,609+1.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.66% | 158.27%-148.6pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $3,122 | $5,364-41.8% | $5,046-38.1% | $5,055-38.2% |
| Participant deferral / active EE | $5,647 | $8,643-34.7% | $8,276-31.8% | $6,977-19.1% |
| Admin fee / account holder | $3,182 | $18,429-82.7% | $16,712-81.0% | $19,030-83.3% |