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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 | $53,113 | $176,077-69.8% | $159,455-66.7% | $167,518-68.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.58% | 331.83%-313.3pp | 263.63%-245.1pp | 478.71%-460.1pp |
| Employer contribution / active EE | $6,120 | $5,298+15.5% | $4,830+26.7% | $4,838+26.5% |
| Participant deferral / active EE | $11,641 | $7,751+50.2% | $7,353+58.3% | $6,342+83.6% |
| Admin fee / account holder | $2,509 | $12,556-80.0% | $10,800-76.8% | $12,312-79.6% |