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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 | $239,361 | $160,070+49.5% | $147,117+62.7% | $145,897+64.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.60% | 98.69%-71.1pp | 420.54%-392.9pp | 552.29%-524.7pp |
| Employer contribution / active EE | $42,611 | $5,285+706.3% | $4,932+763.9% | $4,663+813.9% |
| Participant deferral / active EE | $5,820 | $8,419-30.9% | $8,065-27.8% | $6,689-13.0% |
| Admin fee / account holder | $1,383 | $15,035-90.8% | $12,993-89.4% | $13,390-89.7% |