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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 | $169,602 | $160,070+6.0% | $147,117+15.3% | $145,897+16.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,433 | $5,285-72.9% | $4,932-71.0% | $4,663-69.3% |
| Participant deferral / active EE | $4,096 | $8,419-51.3% | $8,065-49.2% | $6,689-38.8% |
| Admin fee / account holder | $3,188 | $15,035-78.8% | $12,993-75.5% | $13,390-76.2% |