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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 | $60,372 | $165,399-63.5% | $149,745-59.7% | $158,982-62.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.57% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.4pp |
| Employer contribution / active EE | $5,438 | $5,105+6.5% | $4,646+17.1% | $4,763+14.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $963 | $10,811-91.1% | $9,312-89.7% | $11,252-91.4% |