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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 | $249,704 | $209,422+19.2% | $178,503+39.9% | $158,982+57.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.28% | 188.81%-168.5pp | 151.12%-130.8pp | 302.99%-282.7pp |
| Employer contribution / active EE | $2,125 | $5,707-62.8% | $5,011-57.6% | $4,763-55.4% |
| Participant deferral / active EE | $6,635 | $5,955+11.4% | $5,202+27.5% | $5,983+10.9% |
| Admin fee / account holder | $27,221 | $17,079+59.4% | $13,987+94.6% | $11,252+141.9% |