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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 | $202,037 | $160,040+26.2% | $147,096+37.4% | $145,877+38.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,996 | $5,289-43.4% | $4,936-39.3% | $4,663-35.8% |
| Participant deferral / active EE | $6,576 | $8,429-22.0% | $8,071-18.5% | $6,691-1.7% |
| Admin fee / account holder | $2,903 | $15,050-80.7% | $13,005-77.7% | $13,402-78.3% |