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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 | $213,191 | $162,136+31.5% | $152,301+40.0% | $154,746+37.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.50% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $5,396 | $4,890+10.3% | $4,624+16.7% | $4,379+23.2% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $40,286 | $15,759+155.6% | $14,398+179.8% | $14,365+180.4% |