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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 | $240,764 | $159,934+50.5% | $147,005+63.8% | $145,959+65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.18% | 98.24%-71.1pp | 418.76%-391.6pp | 561.95%-534.8pp |
| Employer contribution / active EE | $2,701 | $5,287-48.9% | $4,934-45.3% | $4,661-42.1% |
| Participant deferral / active EE | $10,996 | $8,427+30.5% | $8,070+36.3% | $6,689+64.4% |
| Admin fee / account holder | $2,314 | $15,053-84.6% | $13,006-82.2% | $13,398-82.7% |