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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 | $210,337 | $176,105+19.4% | $159,474+31.9% | $167,536+25.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.55% | 331.91%-317.4pp | 263.68%-249.1pp | 478.82%-464.3pp |
| Employer contribution / active EE | $3,555 | $5,299-32.9% | $4,831-26.4% | $4,839-26.5% |
| Participant deferral / active EE | $15,477 | $7,751+99.7% | $7,353+110.5% | $6,342+144.0% |
| Admin fee / account holder | $1,782 | $12,559-85.8% | $10,802-83.5% | $12,315-85.5% |