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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 | $193,421 | $159,978+20.9% | $147,041+31.5% | $145,978+32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 98.36%-86.7pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,351 | $5,288-55.5% | $4,935-52.4% | $4,662-49.6% |
| Participant deferral / active EE | $19,078 | $8,429+126.3% | $8,071+136.4% | $6,690+185.2% |
| Admin fee / account holder | $8,311 | $15,053-44.8% | $13,006-36.1% | $13,400-38.0% |