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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 | $149,916 | $160,028-6.3% | $147,080+1.9% | $145,884+2.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.41% | 98.60%-80.2pp | 420.17%-401.8pp | 551.85%-533.4pp |
| Employer contribution / active EE | $6,513 | $5,286+23.2% | $4,933+32.0% | $4,662+39.7% |
| Participant deferral / active EE | $19,112 | $8,422+126.9% | $8,066+136.9% | $6,690+185.7% |
| Admin fee / account holder | $3,157 | $15,030-79.0% | $12,989-75.7% | $13,392-76.4% |