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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 | $215,637 | $160,040+34.7% | $147,096+46.6% | $145,877+47.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 98.49%-81.1pp | 419.75%-402.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $6,760 | $5,289+27.8% | $4,936+36.9% | $4,663+45.0% |
| Participant deferral / active EE | $13,582 | $8,429+61.1% | $8,071+68.3% | $6,691+103.0% |
| Admin fee / account holder | $2,515 | $15,050-83.3% | $13,005-80.7% | $13,402-81.2% |