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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 | $214,427 | $148,623+44.3% | $135,974+57.7% | $139,466+53.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.13% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $7,497 | $5,246+42.9% | $4,859+54.3% | $4,754+57.7% |
| Participant deferral / active EE | $12,957 | $8,103+59.9% | $7,760+67.0% | $6,712+93.0% |
| Admin fee / account holder | $1,280 | $12,406-89.7% | $10,767-88.1% | $11,409-88.8% |