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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 | $55,966 | $159,934-65.0% | $147,005-61.9% | $145,959-61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.18% | 98.24%-67.1pp | 418.76%-387.6pp | 561.95%-530.8pp |
| Employer contribution / active EE | $10,295 | $5,287+94.7% | $4,934+108.6% | $4,661+120.9% |
| Participant deferral / active EE | $9,599 | $8,427+13.9% | $8,070+18.9% | $6,689+43.5% |
| Admin fee / account holder | $1,585 | $15,053-89.5% | $13,006-87.8% | $13,398-88.2% |