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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 | $79,524 | $159,978-50.3% | $147,041-45.9% | $145,978-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 98.36%-83.0pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,145 | $5,288-59.4% | $4,935-56.5% | $4,662-54.0% |
| Participant deferral / active EE | $5,605 | $8,429-33.5% | $8,071-30.6% | $6,690-16.2% |
| Admin fee / account holder | $991 | $15,053-93.4% | $13,006-92.4% | $13,400-92.6% |