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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 | $133,359 | $159,978-16.6% | $147,041-9.3% | $145,978-8.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.25% | 98.36%-87.1pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $8,398 | $5,288+58.8% | $4,935+70.2% | $4,662+80.2% |
| Participant deferral / active EE | $5,418 | $8,429-35.7% | $8,071-32.9% | $6,690-19.0% |
| Admin fee / account holder | $1,983 | $15,053-86.8% | $13,006-84.8% | $13,400-85.2% |