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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 | $160,028+31.9% | $147,080+43.5% | $145,884+44.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $4,705 | $5,286-11.0% | $4,933-4.6% | $4,662+0.9% |
| Participant deferral / active EE | $16,596 | $8,422+97.1% | $8,066+105.7% | $6,690+148.1% |
| Admin fee / account holder | $61,840 | $15,030+311.4% | $12,989+376.1% | $13,392+361.8% |