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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 | $160,070+48.5% | $147,117+61.6% | $145,897+62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $6,817 | $5,285+29.0% | $4,932+38.2% | $4,663+46.2% |
| Participant deferral / active EE | $17,391 | $8,419+106.6% | $8,065+115.6% | $6,689+160.0% |
| Admin fee / account holder | $21,184 | $15,035+40.9% | $12,993+63.0% | $13,390+58.2% |