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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 | $231,511 | $148,558+55.8% | $135,925+70.3% | $139,427+66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.97% | 79.22%-62.2pp | 68.25%-51.3pp | 373.27%-356.3pp |
| Employer contribution / active EE | $4,591 | $5,244-12.5% | $4,857-5.5% | $4,752-3.4% |
| Participant deferral / active EE | $2,546 | $8,101-68.6% | $7,759-67.2% | $6,711-62.1% |
| Admin fee / account holder | $425 | $12,401-96.6% | $10,764-96.1% | $11,404-96.3% |