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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 | $196,498 | $159,978+22.8% | $147,041+33.6% | $145,978+34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,270 | $5,288-38.2% | $4,935-33.7% | $4,662-29.9% |
| Participant deferral / active EE | $7,033 | $8,429-16.6% | $8,071-12.9% | $6,690+5.1% |
| Admin fee / account holder | $10,941 | $15,053-27.3% | $13,006-15.9% | $13,400-18.4% |