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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 | $151,057 | $160,040-5.6% | $147,096+2.7% | $145,877+3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.74% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,120 | $5,289-59.9% | $4,936-57.1% | $4,663-54.5% |
| Participant deferral / active EE | $5,072 | $8,429-39.8% | $8,071-37.2% | $6,691-24.2% |
| Admin fee / account holder | $390 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |