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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 | $212,471 | $159,978+32.8% | $147,041+44.5% | $145,978+45.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.84% | 98.36%-83.5pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $3,521 | $5,288-33.4% | $4,935-28.7% | $4,662-24.5% |
| Participant deferral / active EE | $7,714 | $8,429-8.5% | $8,071-4.4% | $6,690+15.3% |
| Admin fee / account holder | $41,418 | $15,053+175.1% | $13,006+218.4% | $13,400+209.1% |