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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 | $176,661 | $160,070+10.4% | $147,117+20.1% | $145,897+21.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,604 | $5,285-50.7% | $4,932-47.2% | $4,663-44.2% |
| Participant deferral / active EE | $17,154 | $8,419+103.7% | $8,065+112.7% | $6,689+156.4% |
| Admin fee / account holder | $877 | $15,035-94.2% | $12,993-93.3% | $13,390-93.5% |