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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 | $211,316 | $171,492+23.2% | $150,734+40.2% | $198,609+6.4% |
| Participation rate | 94.7% | 81.4%+13.3pp | 78.4%+16.3pp | 82.4%+12.4pp |
| Annual return | 10.23% | 804.70%-794.5pp | 600.81%-590.6pp | 202.70%-192.5pp |
| Employer contribution / active EE | $5,263 | $5,470-3.8% | $4,918+7.0% | $5,055+4.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,332 | $17,628-92.4% | $14,905-91.1% | $19,030-93.0% |