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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 | $211,170 | $198,457+6.4% | $170,435+23.9% | $147,586+43.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.58% | 257.30%-246.7pp | 205.94%-195.4pp | 578.59%-568.0pp |
| Employer contribution / active EE | $9,734 | $6,183+57.4% | $5,432+79.2% | $4,876+99.6% |
| Participant deferral / active EE | $4,733 | $5,629-15.9% | $4,939-4.2% | $5,439-13.0% |
| Admin fee / account holder | $12,344 | $16,852-26.7% | $13,881-11.1% | $10,886+13.4% |