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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 | $160,966 | $138,078+16.6% | $125,363+28.4% | $134,509+19.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.13% | 750.49%-743.4pp | 572.15%-565.0pp | 418.13%-411.0pp |
| Employer contribution / active EE | $5,163 | $5,245-1.6% | $4,815+7.2% | $4,741+8.9% |
| Participant deferral / active EE | $11,921 | $7,800+52.8% | $7,447+60.1% | $6,400+86.3% |
| Admin fee / account holder | $2,199 | $11,566-81.0% | $10,005-78.0% | $11,427-80.8% |