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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 | $228,147 | $160,028+42.6% | $147,080+55.1% | $145,884+56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.66% | 98.60%-81.9pp | 420.17%-403.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,815 | $5,286-27.8% | $4,933-22.7% | $4,662-18.2% |
| Participant deferral / active EE | $13,875 | $8,422+64.7% | $8,066+72.0% | $6,690+107.4% |
| Admin fee / account holder | $2,456 | $15,030-83.7% | $12,989-81.1% | $13,392-81.7% |