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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 | $133,482 | $202,463-34.1% | $169,397-21.2% | $139,487-4.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.09% | 532.64%-510.5pp | 406.23%-384.1pp | 373.84%-351.7pp |
| Employer contribution / active EE | $13,201 | $4,694+181.2% | $4,013+228.9% | $4,755+177.6% |
| Participant deferral / active EE | $9,708 | $6,941+39.9% | $6,223+56.0% | $6,713+44.6% |
| Admin fee / account holder | $331 | $10,726-96.9% | $9,017-96.3% | $11,407-97.1% |