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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 | $55,281 | $160,070-65.5% | $147,117-62.4% | $145,897-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $29,850 | $5,285+464.9% | $4,932+505.2% | $4,663+540.2% |
| Participant deferral / active EE | $15,333 | $8,419+82.1% | $8,065+90.1% | $6,689+129.2% |
| Admin fee / account holder | $1,116 | $15,035-92.6% | $12,993-91.4% | $13,390-91.7% |