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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 | $51,882 | $160,028-67.6% | $147,080-64.7% | $145,884-64.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 15.28% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $3,176 | $5,286-39.9% | $4,933-35.6% | $4,662-31.9% |
| Participant deferral / active EE | $5,184 | $8,422-38.4% | $8,066-35.7% | $6,690-22.5% |
| Admin fee / account holder | $1,717 | $15,030-88.6% | $12,989-86.8% | $13,392-87.2% |