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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 | $39,371 | $160,070-75.4% | $147,117-73.2% | $145,897-73.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.39% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,181 | $5,285-39.8% | $4,932-35.5% | $4,663-31.8% |
| Participant deferral / active EE | $5,603 | $8,419-33.5% | $8,065-30.5% | $6,689-16.2% |
| Admin fee / account holder | $902 | $15,035-94.0% | $12,993-93.1% | $13,390-93.3% |