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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 | $117,587 | $176,077-33.2% | $159,455-26.3% | $167,518-29.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.09% | 331.83%-308.7pp | 263.63%-240.5pp | 478.71%-455.6pp |
| Employer contribution / active EE | $15,031 | $5,298+183.7% | $4,830+211.2% | $4,838+210.7% |
| Participant deferral / active EE | $8,974 | $7,751+15.8% | $7,353+22.0% | $6,342+41.5% |
| Admin fee / account holder | $889 | $12,556-92.9% | $10,800-91.8% | $12,312-92.8% |