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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 | $58,346 | $159,934-63.5% | $147,005-60.3% | $145,959-60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $17,813 | $5,287+236.9% | $4,934+261.0% | $4,661+282.2% |
| Participant deferral / active EE | $13,033 | $8,427+54.7% | $8,070+61.5% | $6,689+94.9% |
| Admin fee / account holder | $355 | $15,053-97.6% | $13,006-97.3% | $13,398-97.4% |