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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 | $224,957 | $160,040+40.6% | $147,096+52.9% | $145,877+54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,714 | $5,289-67.6% | $4,936-65.3% | $4,663-63.2% |
| Participant deferral / active EE | $15,726 | $8,429+86.6% | $8,071+94.8% | $6,691+135.0% |
| Admin fee / account holder | $2,996 | $15,050-80.1% | $13,005-77.0% | $13,402-77.6% |