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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 | $37,353 | $159,934-76.6% | $147,005-74.6% | $145,959-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 328.93% | 98.24%+230.7pp | 418.76%-89.8pp | 561.95%-233.0pp |
| Employer contribution / active EE | $5,353 | $5,287+1.2% | $4,934+8.5% | $4,661+14.9% |
| Participant deferral / active EE | $10,567 | $8,427+25.4% | $8,070+30.9% | $6,689+58.0% |
| Admin fee / account holder | $327 | $15,053-97.8% | $13,006-97.5% | $13,398-97.6% |