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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 | $48,819 | $166,020-70.6% | $164,866-70.4% | $145,959-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 57.71% | 100.08%-42.4pp | 69.97%-12.3pp | 561.95%-504.2pp |
| Employer contribution / active EE | $3,529 | $5,275-33.1% | $4,343-18.7% | $4,661-24.3% |
| Participant deferral / active EE | $15,012 | $6,961+115.7% | $6,033+148.8% | $6,689+124.4% |
| Admin fee / account holder | $14,131 | $16,644-15.1% | $12,689+11.4% | $13,398+5.5% |