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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 | $81,617 | $157,304-48.1% | $141,197-42.2% | $152,909-46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.62% | 64.34%-44.7pp | 71.41%-51.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $13,000 | $5,263+147.0% | $4,736+174.5% | $4,764+172.9% |
| Participant deferral / active EE | $5,000 | $7,111-29.7% | $6,710-25.5% | $5,851-14.5% |
| Admin fee / account holder | $897 | $12,126-92.6% | $10,265-91.3% | $11,601-92.3% |