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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 | $58,530 | $160,028-63.4% | $147,080-60.2% | $145,884-59.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 15.99% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,261 | $5,286-38.3% | $4,933-33.9% | $4,662-30.1% |
| Participant deferral / active EE | $10,475 | $8,422+24.4% | $8,066+29.9% | $6,690+56.6% |
| Admin fee / account holder | $3,887 | $15,030-74.1% | $12,989-70.1% | $13,392-71.0% |