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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 | $46,801 | $160,040-70.8% | $147,096-68.2% | $145,877-67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.72% | 98.49%-78.8pp | 419.75%-400.0pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,566 | $5,289-51.5% | $4,936-48.0% | $4,663-45.0% |
| Participant deferral / active EE | $4,357 | $8,429-48.3% | $8,071-46.0% | $6,691-34.9% |
| Admin fee / account holder | $1,456 | $15,050-90.3% | $13,005-88.8% | $13,402-89.1% |