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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 | $46,310 | $160,070-71.1% | $147,117-68.5% | $145,897-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $12,622 | $5,285+138.9% | $4,932+155.9% | $4,663+170.7% |
| Participant deferral / active EE | $12,279 | $8,419+45.8% | $8,065+52.3% | $6,689+83.6% |
| Admin fee / account holder | $718 | $15,035-95.2% | $12,993-94.5% | $13,390-94.6% |