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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 | $211,131 | $159,978+32.0% | $147,041+43.6% | $145,978+44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.9pp |
| Employer contribution / active EE | $4,705 | $5,288-11.0% | $4,935-4.7% | $4,662+0.9% |
| Participant deferral / active EE | $16,596 | $8,429+96.9% | $8,071+105.6% | $6,690+148.1% |
| Admin fee / account holder | $61,840 | $15,053+310.8% | $13,006+375.5% | $13,400+361.5% |