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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 | $65,873 | $160,028-58.8% | $147,080-55.2% | $145,884-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $7,345 | $5,286+39.0% | $4,933+48.9% | $4,662+57.6% |
| Participant deferral / active EE | $6,573 | $8,422-22.0% | $8,066-18.5% | $6,690-1.7% |
| Admin fee / account holder | $2,858 | $15,030-81.0% | $12,989-78.0% | $13,392-78.7% |