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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 | $217,485 | $176,105+23.5% | $159,474+36.4% | $167,536+29.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.61% | 331.91%-317.3pp | 263.68%-249.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $6,135 | $5,299+15.8% | $4,831+27.0% | $4,839+26.8% |
| Participant deferral / active EE | $8,081 | $7,751+4.2% | $7,353+9.9% | $6,342+27.4% |
| Admin fee / account holder | $1,212 | $12,559-90.3% | $10,802-88.8% | $12,315-90.2% |