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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 | $86,824 | $160,040-45.7% | $147,096-41.0% | $145,877-40.5% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 26.13% | 98.49%-72.4pp | 419.75%-393.6pp | 551.28%-525.2pp |
| Employer contribution / active EE | $9,857 | $5,289+86.4% | $4,936+99.7% | $4,663+111.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,688 | $15,050-62.2% | $13,005-56.3% | $13,402-57.6% |