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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 | $73,795 | $159,978-53.9% | $147,041-49.8% | $145,978-49.4% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 14.10% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,543 | $5,288-51.9% | $4,935-48.5% | $4,662-45.4% |
| Participant deferral / active EE | $7,978 | $8,429-5.3% | $8,071-1.2% | $6,690+19.3% |
| Admin fee / account holder | $10,431 | $15,053-30.7% | $13,006-19.8% | $13,400-22.2% |