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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 | $24,506 | $159,978-84.7% | $147,041-83.3% | $145,978-83.2% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 97.31% | 98.36%-1.1pp | 419.21%-321.9pp | 550.52%-453.2pp |
| Employer contribution / active EE | $1,738 | $5,288-67.1% | $4,935-64.8% | $4,662-62.7% |
| Participant deferral / active EE | $3,075 | $8,429-63.5% | $8,071-61.9% | $6,690-54.0% |
| Admin fee / account holder | $473 | $15,053-96.9% | $13,006-96.4% | $13,400-96.5% |