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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 | $46,265 | $160,070-71.1% | $147,117-68.6% | $145,897-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,846 | $5,285-46.1% | $4,932-42.3% | $4,663-39.0% |
| Participant deferral / active EE | $8,802 | $8,419+4.5% | $8,065+9.1% | $6,689+31.6% |
| Admin fee / account holder | $741 | $15,035-95.1% | $12,993-94.3% | $13,390-94.5% |