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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 | $232,408 | $176,120+32.0% | $159,487+45.7% | $167,553+38.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.78% | 331.95%-314.2pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $3,130 | $5,299-40.9% | $4,831-35.2% | $4,840-35.3% |
| Participant deferral / active EE | $10,057 | $7,752+29.7% | $7,354+36.8% | $6,343+58.6% |
| Admin fee / account holder | $16,195 | $12,561+28.9% | $10,804+49.9% | $12,316+31.5% |