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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 | $63,587 | $183,592-65.4% | $155,574-59.1% | $145,877-56.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 732.83% | 61.37%+671.5pp | 64.87%+668.0pp | 551.28%+181.5pp |
| Employer contribution / active EE | $5,998 | $5,317+12.8% | $4,676+28.3% | $4,663+28.6% |
| Participant deferral / active EE | $7,992 | $6,466+23.6% | $5,629+42.0% | $6,691+19.4% |
| Admin fee / account holder | $645 | $19,316-96.7% | $15,914-95.9% | $13,402-95.2% |