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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 | $160,028+48.3% | $147,080+61.4% | $145,884+62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.63% | 98.60%-75.0pp | 420.17%-396.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $2,327 | $5,286-56.0% | $4,933-52.8% | $4,662-50.1% |
| Participant deferral / active EE | $34,262 | $8,422+306.8% | $8,066+324.7% | $6,690+412.2% |
| Admin fee / account holder | $4,757 | $15,030-68.3% | $12,989-63.4% | $13,392-64.5% |