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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 | $53,963 | $160,070-66.3% | $147,117-63.3% | $145,897-63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.65% | 98.69%-70.0pp | 420.54%-391.9pp | 552.29%-523.6pp |
| Employer contribution / active EE | $3,994 | $5,285-24.4% | $4,932-19.0% | $4,663-14.3% |
| Participant deferral / active EE | $10,908 | $8,419+29.6% | $8,065+35.3% | $6,689+63.1% |
| Admin fee / account holder | $630 | $15,035-95.8% | $12,993-95.2% | $13,390-95.3% |