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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 | $113,404 | $159,934-29.1% | $147,005-22.9% | $145,959-22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 74.12% | 98.24%-24.1pp | 418.76%-344.6pp | 561.95%-487.8pp |
| Employer contribution / active EE | $30,298 | $5,287+473.0% | $4,934+514.0% | $4,661+550.0% |
| Participant deferral / active EE | $24,156 | $8,427+186.6% | $8,070+199.3% | $6,689+261.2% |
| Admin fee / account holder | $1,213 | $15,053-91.9% | $13,006-90.7% | $13,398-90.9% |