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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 | $184,279 | $160,028+15.2% | $147,080+25.3% | $145,884+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $3,116 | $5,286-41.1% | $4,933-36.8% | $4,662-33.2% |
| Participant deferral / active EE | $19,314 | $8,422+129.3% | $8,066+139.4% | $6,690+188.7% |
| Admin fee / account holder | $20,173 | $15,030+34.2% | $12,989+55.3% | $13,392+50.6% |