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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 | $124,828 | $160,070-22.0% | $147,117-15.2% | $145,897-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,606 | $5,285-50.7% | $4,932-47.2% | $4,663-44.1% |
| Participant deferral / active EE | $7,476 | $8,419-11.2% | $8,065-7.3% | $6,689+11.8% |
| Admin fee / account holder | $25,658 | $15,035+70.7% | $12,993+97.5% | $13,390+91.6% |