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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 | $141,985 | $160,070-11.3% | $147,117-3.5% | $145,897-2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,686 | $5,285-30.2% | $4,932-25.3% | $4,663-20.9% |
| Participant deferral / active EE | $5,018 | $8,419-40.4% | $8,065-37.8% | $6,689-25.0% |
| Admin fee / account holder | $1,867 | $15,035-87.6% | $12,993-85.6% | $13,390-86.1% |