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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 | $26,548 | $166,268-84.0% | $165,100-83.9% | $145,897-81.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.65% | 100.52%-81.9pp | 70.21%-51.6pp | 552.29%-533.6pp |
| Employer contribution / active EE | $4,080 | $5,284-22.8% | $4,348-6.2% | $4,663-12.5% |
| Participant deferral / active EE | $4,833 | $6,964-30.6% | $6,035-19.9% | $6,689-27.8% |
| Admin fee / account holder | $494 | $16,659-97.0% | $12,696-96.1% | $13,390-96.3% |