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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 | $237,704 | $160,040+48.5% | $147,096+61.6% | $145,877+62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $6,817 | $5,289+28.9% | $4,936+38.1% | $4,663+46.2% |
| Participant deferral / active EE | $17,391 | $8,429+106.3% | $8,071+115.5% | $6,691+159.9% |
| Admin fee / account holder | $21,184 | $15,050+40.8% | $13,005+62.9% | $13,402+58.1% |