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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 | $86,176 | $159,978-46.1% | $147,041-41.4% | $145,978-41.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.62% | 98.36%-78.7pp | 419.21%-399.6pp | 550.52%-530.9pp |
| Employer contribution / active EE | $5,117 | $5,288-3.2% | $4,935+3.7% | $4,662+9.8% |
| Participant deferral / active EE | $17,196 | $8,429+104.0% | $8,071+113.1% | $6,690+157.1% |
| Admin fee / account holder | $2,417 | $15,053-83.9% | $13,006-81.4% | $13,400-82.0% |