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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 | $160,028+20.9% | $147,080+31.5% | $145,884+32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 98.60%-87.0pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,351 | $5,286-55.5% | $4,933-52.3% | $4,662-49.6% |
| Participant deferral / active EE | $19,078 | $8,422+126.5% | $8,066+136.5% | $6,690+185.2% |
| Admin fee / account holder | $8,311 | $15,030-44.7% | $12,989-36.0% | $13,392-37.9% |