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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 | $92,573 | $160,040-42.2% | $147,096-37.1% | $145,877-36.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 78.18% | 98.49%-20.3pp | 419.75%-341.6pp | 551.28%-473.1pp |
| Employer contribution / active EE | $8,436 | $5,289+59.5% | $4,936+70.9% | $4,663+80.9% |
| Participant deferral / active EE | $24,889 | $8,429+195.3% | $8,071+208.4% | $6,691+272.0% |
| Admin fee / account holder | $7,862 | $15,050-47.8% | $13,005-39.6% | $13,402-41.3% |