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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 | $107,025 | $160,070-33.1% | $147,117-27.3% | $145,897-26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,614 | $5,285-69.5% | $4,932-67.3% | $4,663-65.4% |
| Participant deferral / active EE | $10,716 | $8,419+27.3% | $8,065+32.9% | $6,689+60.2% |
| Admin fee / account holder | $11,377 | $15,035-24.3% | $12,993-12.4% | $13,390-15.0% |