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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 | $28,464 | $160,040-82.2% | $147,096-80.6% | $145,877-80.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 59.35% | 98.49%-39.1pp | 419.75%-360.4pp | 551.28%-491.9pp |
| Employer contribution / active EE | $4,095 | $5,289-22.6% | $4,936-17.0% | $4,663-12.2% |
| Participant deferral / active EE | $8,565 | $8,429+1.6% | $8,071+6.1% | $6,691+28.0% |
| Admin fee / account holder | $655 | $15,050-95.6% | $13,005-95.0% | $13,402-95.1% |