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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 | $173,901 | $160,028+8.7% | $147,080+18.2% | $145,884+19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.58% | 98.60%-81.0pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $10,991 | $5,286+107.9% | $4,933+122.8% | $4,662+135.7% |
| Participant deferral / active EE | $8,615 | $8,422+2.3% | $8,066+6.8% | $6,690+28.8% |
| Admin fee / account holder | $1,424 | $15,030-90.5% | $12,989-89.0% | $13,392-89.4% |