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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 | $64,837 | $160,028-59.5% | $147,080-55.9% | $145,884-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $5,288 | $5,286+0.1% | $4,933+7.2% | $4,662+13.4% |
| Participant deferral / active EE | $4,457 | $8,422-47.1% | $8,066-44.7% | $6,690-33.4% |
| Admin fee / account holder | $18,538 | $15,030+23.3% | $12,989+42.7% | $13,392+38.4% |