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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 | $237,359 | $159,978+48.4% | $147,041+61.4% | $145,978+62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.63% | 98.36%-74.7pp | 419.21%-395.6pp | 550.52%-526.9pp |
| Employer contribution / active EE | $2,327 | $5,288-56.0% | $4,935-52.8% | $4,662-50.1% |
| Participant deferral / active EE | $34,262 | $8,429+306.5% | $8,071+324.5% | $6,690+412.2% |
| Admin fee / account holder | $4,757 | $15,053-68.4% | $13,006-63.4% | $13,400-64.5% |