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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 | $83,011 | $160,028-48.1% | $147,080-43.6% | $145,884-43.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 95.84% | 98.60%-2.8pp | 420.17%-324.3pp | 551.85%-456.0pp |
| Employer contribution / active EE | $10,720 | $5,286+102.8% | $4,933+117.3% | $4,662+129.9% |
| Participant deferral / active EE | $10,857 | $8,422+28.9% | $8,066+34.6% | $6,690+62.3% |
| Admin fee / account holder | $1,258 | $15,030-91.6% | $12,989-90.3% | $13,392-90.6% |