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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 | $202,313 | $185,312+9.2% | $161,489+25.3% | $154,746+30.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 30.35% | 103.84%-73.5pp | 89.72%-59.4pp | 172.34%-142.0pp |
| Employer contribution / active EE | $11,537 | $4,769+141.9% | $4,268+170.3% | $4,379+163.5% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,601 | $18,654-5.6% | $16,006+10.0% | $14,365+22.5% |