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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 | $84,431 | $160,070-47.3% | $147,117-42.6% | $145,897-42.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.56% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $7,282 | $5,285+37.8% | $4,932+47.6% | $4,663+56.2% |
| Participant deferral / active EE | $6,673 | $8,419-20.7% | $8,065-17.3% | $6,689-0.2% |
| Admin fee / account holder | $648 | $15,035-95.7% | $12,993-95.0% | $13,390-95.2% |