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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 | $204,731 | $202,345+1.2% | $172,755+18.5% | $152,885+33.9% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 25.03% | 1029.77%-1004.7pp | 802.94%-777.9pp | 345.39%-320.4pp |
| Employer contribution / active EE | $6,254 | $5,858+6.8% | $5,144+21.6% | $4,763+31.3% |
| Participant deferral / active EE | $6,352 | $5,948+6.8% | $5,198+22.2% | $5,851+8.6% |
| Admin fee / account holder | $309 | $17,111-98.2% | $13,955-97.8% | $11,598-97.3% |