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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 | $34,213 | $160,070-78.6% | $147,117-76.7% | $145,897-76.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.70% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,030 | $5,285-42.7% | $4,932-38.6% | $4,663-35.0% |
| Participant deferral / active EE | $10,082 | $8,419+19.8% | $8,065+25.0% | $6,689+50.7% |
| Admin fee / account holder | $945 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |