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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 | $160,040-71.1% | $147,096-68.5% | $145,877-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $12,622 | $5,289+138.6% | $4,936+155.7% | $4,663+170.7% |
| Participant deferral / active EE | $12,279 | $8,429+45.7% | $8,071+52.1% | $6,691+83.5% |
| Admin fee / account holder | $718 | $15,050-95.2% | $13,005-94.5% | $13,402-94.6% |