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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 | $118,273 | $160,070-26.1% | $147,117-19.6% | $145,897-18.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.96% | 98.69%-70.7pp | 420.54%-392.6pp | 552.29%-524.3pp |
| Employer contribution / active EE | $7,179 | $5,285+35.8% | $4,932+45.5% | $4,663+54.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $893 | $15,035-94.1% | $12,993-93.1% | $13,390-93.3% |