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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 | $160,070+40.5% | $147,117+52.9% | $145,897+54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,714 | $5,285-67.6% | $4,932-65.3% | $4,663-63.2% |
| Participant deferral / active EE | $15,726 | $8,419+86.8% | $8,065+95.0% | $6,689+135.1% |
| Admin fee / account holder | $2,996 | $15,035-80.1% | $12,993-76.9% | $13,390-77.6% |