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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 | $101,718 | $209,874-51.5% | $189,537-46.3% | $167,536-39.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.14% | 748.61%-738.5pp | 555.34%-545.2pp | 478.82%-468.7pp |
| Employer contribution / active EE | $5,562 | $6,913-19.6% | $6,161-9.7% | $4,839+14.9% |
| Participant deferral / active EE | $14,613 | $8,934+63.6% | $8,220+77.8% | $6,342+130.4% |
| Admin fee / account holder | $1,216 | $14,299-91.5% | $12,048-89.9% | $12,315-90.1% |