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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 | $32,383 | $159,934-79.8% | $147,005-78.0% | $145,959-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.41% | 98.24%-78.8pp | 418.76%-399.4pp | 561.95%-542.5pp |
| Employer contribution / active EE | $12,245 | $5,287+131.6% | $4,934+148.2% | $4,661+162.7% |
| Participant deferral / active EE | $26,633 | $8,427+216.0% | $8,070+230.0% | $6,689+298.2% |
| Admin fee / account holder | $1,456 | $15,053-90.3% | $13,006-88.8% | $13,398-89.1% |