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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 | $125,735 | $160,070-21.4% | $147,117-14.5% | $145,897-13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.84% | 98.69%-76.8pp | 420.54%-398.7pp | 552.29%-530.4pp |
| Employer contribution / active EE | $5,466 | $5,285+3.4% | $4,932+10.8% | $4,663+17.2% |
| Participant deferral / active EE | $13,375 | $8,419+58.9% | $8,065+65.8% | $6,689+99.9% |
| Admin fee / account holder | $558 | $15,035-96.3% | $12,993-95.7% | $13,390-95.8% |