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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 | $202,049 | $209,422-3.5% | $178,503+13.2% | $158,982+27.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.75% | 188.81%-180.1pp | 151.12%-142.4pp | 302.99%-294.2pp |
| Employer contribution / active EE | $5,288 | $5,707-7.3% | $5,011+5.5% | $4,763+11.0% |
| Participant deferral / active EE | $10,117 | $5,955+69.9% | $5,202+94.5% | $5,983+69.1% |
| Admin fee / account holder | $1,893 | $17,079-88.9% | $13,987-86.5% | $11,252-83.2% |