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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 | $64,617 | $160,040-59.6% | $147,096-56.1% | $145,877-55.7% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 12.65% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,721 | $5,289-48.5% | $4,936-44.9% | $4,663-41.6% |
| Participant deferral / active EE | $6,360 | $8,429-24.5% | $8,071-21.2% | $6,691-4.9% |
| Admin fee / account holder | $5,699 | $15,050-62.1% | $13,005-56.2% | $13,402-57.5% |