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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 | $160,070+50.4% | $147,117+63.7% | $145,897+65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.18% | 98.69%-71.5pp | 420.54%-393.4pp | 552.29%-525.1pp |
| Employer contribution / active EE | $2,701 | $5,285-48.9% | $4,932-45.2% | $4,663-42.1% |
| Participant deferral / active EE | $10,996 | $8,419+30.6% | $8,065+36.3% | $6,689+64.4% |
| Admin fee / account holder | $2,314 | $15,035-84.6% | $12,993-82.2% | $13,390-82.7% |