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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 | $245,701 | $183,592+33.8% | $155,567+57.9% | $145,959+68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $17,007 | $5,315+220.0% | $4,674+263.9% | $4,661+264.9% |
| Participant deferral / active EE | $11,100 | $6,464+71.7% | $5,628+97.2% | $6,689+66.0% |
| Admin fee / account holder | $23,965 | $19,318+24.1% | $15,916+50.6% | $13,398+78.9% |