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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 | $86,088 | $160,028-46.2% | $147,080-41.5% | $145,884-41.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.48% | 98.60%-76.1pp | 420.17%-397.7pp | 551.85%-529.4pp |
| Employer contribution / active EE | $23,798 | $5,286+350.2% | $4,933+382.4% | $4,662+410.4% |
| Participant deferral / active EE | $13,220 | $8,422+57.0% | $8,066+63.9% | $6,690+97.6% |
| Admin fee / account holder | $454 | $15,030-97.0% | $12,989-96.5% | $13,392-96.6% |