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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 | $90,825 | $160,040-43.2% | $147,096-38.3% | $145,877-37.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.60% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,824 | $5,289-46.6% | $4,936-42.8% | $4,663-39.4% |
| Participant deferral / active EE | $3,675 | $8,429-56.4% | $8,071-54.5% | $6,691-45.1% |
| Admin fee / account holder | $12,095 | $15,050-19.6% | $13,005-7.0% | $13,402-9.8% |