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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% | $155,574+57.9% | $145,877+68.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $17,007 | $5,317+219.9% | $4,676+263.7% | $4,663+264.7% |
| Participant deferral / active EE | $11,100 | $6,466+71.7% | $5,629+97.2% | $6,691+65.9% |
| Admin fee / account holder | $23,965 | $19,316+24.1% | $15,914+50.6% | $13,402+78.8% |