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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 | $94,639 | $160,028-40.9% | $147,080-35.7% | $145,884-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.43% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,802 | $5,286-65.9% | $4,933-63.5% | $4,662-61.4% |
| Participant deferral / active EE | $15,020 | $8,422+78.3% | $8,066+86.2% | $6,690+124.5% |
| Admin fee / account holder | $616 | $15,030-95.9% | $12,989-95.3% | $13,392-95.4% |