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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 | $144,314 | $162,136-11.0% | $152,301-5.2% | $154,746-6.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.54% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $25,935 | $4,890+430.3% | $4,624+460.8% | $4,379+492.2% |
| Participant deferral / active EE | $16,750 | $8,341+100.8% | $8,004+109.3% | $6,730+148.9% |
| Admin fee / account holder | $563 | $15,759-96.4% | $14,398-96.1% | $14,365-96.1% |