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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 | $212,802 | $175,212+21.5% | $149,682+42.2% | $139,427+52.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 166.63%-146.2pp | 134.35%-113.9pp | 373.27%-352.8pp |
| Employer contribution / active EE | $6,729 | $5,475+22.9% | $4,818+39.6% | $4,752+41.6% |
| Participant deferral / active EE | $6,219 | $6,520-4.6% | $5,681+9.5% | $6,711-7.3% |
| Admin fee / account holder | $738 | $16,150-95.4% | $13,210-94.4% | $11,404-93.5% |