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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 | $149,464 | $169,356-11.7% | $129,406+15.5% | $145,897+2.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.18% | 14418.62%-14399.4pp | 9468.18%-9449.0pp | 552.29%-533.1pp |
| Employer contribution / active EE | $4,948 | $5,542-10.7% | $4,155+19.1% | $4,663+6.1% |
| Participant deferral / active EE | $12,938 | $4,987+159.5% | $4,167+210.5% | $6,689+93.4% |
| Admin fee / account holder | $689 | $9,915-93.1% | $7,689-91.0% | $13,390-94.9% |