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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 | $50,212 | $159,978-68.6% | $147,041-65.9% | $145,978-65.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 19.05% | 98.36%-79.3pp | 419.21%-400.2pp | 550.52%-531.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,499 | $8,429+83.9% | $8,071+92.0% | $6,690+131.7% |
| Admin fee / account holder | $759 | $15,053-95.0% | $13,006-94.2% | $13,400-94.3% |