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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 | $148,341 | $160,028-7.3% | $147,080+0.9% | $145,884+1.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,250 | $5,286-76.3% | $4,933-74.7% | $4,662-73.2% |
| Participant deferral / active EE | $16,736 | $8,422+98.7% | $8,066+107.5% | $6,690+150.2% |
| Admin fee / account holder | $1,141 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |