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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 | $79,967 | $169,336-52.8% | $129,384-38.2% | $145,884-45.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.92% | 14408.70%-14398.8pp | 9461.77%-9451.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $18,685 | $5,540+237.3% | $4,153+349.9% | $4,662+300.8% |
| Participant deferral / active EE | $10,177 | $4,985+104.2% | $4,166+144.3% | $6,690+52.1% |
| Admin fee / account holder | $1,154 | $9,912-88.4% | $7,686-85.0% | $13,392-91.4% |