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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 | $159,978-79.8% | $147,041-78.0% | $145,978-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.41% | 98.36%-79.0pp | 419.21%-399.8pp | 550.52%-531.1pp |
| Employer contribution / active EE | $12,245 | $5,288+131.6% | $4,935+148.1% | $4,662+162.7% |
| Participant deferral / active EE | $26,633 | $8,429+216.0% | $8,071+230.0% | $6,690+298.1% |
| Admin fee / account holder | $1,456 | $15,053-90.3% | $13,006-88.8% | $13,400-89.1% |