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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 | $122,002 | $160,070-23.8% | $147,117-17.1% | $145,897-16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.99% | 98.69%-65.7pp | 420.54%-387.5pp | 552.29%-519.3pp |
| Employer contribution / active EE | $25,258 | $5,285+378.0% | $4,932+412.1% | $4,663+441.7% |
| Participant deferral / active EE | $10,167 | $8,419+20.8% | $8,065+26.1% | $6,689+52.0% |
| Admin fee / account holder | $838 | $15,035-94.4% | $12,993-93.6% | $13,390-93.7% |