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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 | $92,277 | $102,595-10.1% | $94,057-1.9% | $154,746-40.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.63% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $3,319 | $3,147+5.5% | $2,933+13.2% | $4,379-24.2% |
| Participant deferral / active EE | $16,748 | $5,118+227.2% | $4,709+255.6% | $6,730+148.8% |
| Admin fee / account holder | $14,298 | $7,736+84.8% | $7,244+97.4% | $14,365-0.5% |