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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 | $144,655 | $108,897+32.8% | $100,378+44.1% | $145,877-0.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 36.43% | 58.17%-21.7pp | 49.41%-13.0pp | 551.28%-514.9pp |
| Employer contribution / active EE | $17,141 | $4,420+287.8% | $3,942+334.8% | $4,663+267.6% |
| Participant deferral / active EE | $9,967 | $8,455+17.9% | $8,087+23.2% | $6,691+49.0% |
| Admin fee / account holder | $664 | $9,690-93.1% | $7,899-91.6% | $13,402-95.0% |