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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 | $42,443 | $160,070-73.5% | $147,117-71.2% | $145,897-70.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 16.84% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $5,050 | $5,285-4.4% | $4,932+2.4% | $4,663+8.3% |
| Participant deferral / active EE | $10,667 | $8,419+26.7% | $8,065+32.3% | $6,689+59.5% |
| Admin fee / account holder | $422 | $15,035-97.2% | $12,993-96.8% | $13,390-96.8% |