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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 | $186,681 | $185,883+0.4% | $170,043+9.8% | $139,466+33.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.69% | 60.54%-42.9pp | 53.40%-35.7pp | 373.66%-356.0pp |
| Employer contribution / active EE | $11,615 | $7,596+52.9% | $6,790+71.1% | $4,754+144.3% |
| Participant deferral / active EE | $10,477 | $11,626-9.9% | $10,410+0.6% | $6,712+56.1% |
| Admin fee / account holder | $1,371 | $15,393-91.1% | $12,824-89.3% | $11,409-88.0% |