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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 | $42,911 | $201,259-78.7% | $184,200-76.7% | $145,959-70.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 115.82% | 28.98%+86.8pp | 28.80%+87.0pp | 561.95%-446.1pp |
| Employer contribution / active EE | $3,712 | $7,018-47.1% | $6,424-42.2% | $4,661-20.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $668 | $16,372-95.9% | $13,907-95.2% | $13,398-95.0% |