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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 | $46,099 | $160,070-71.2% | $147,117-68.7% | $145,897-68.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.25% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,412 | $5,285-73.3% | $4,932-71.4% | $4,663-69.7% |
| Participant deferral / active EE | $3,783 | $8,419-55.1% | $8,065-53.1% | $6,689-43.5% |
| Admin fee / account holder | $741 | $15,035-95.1% | $12,993-94.3% | $13,390-94.5% |