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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 | $69,346 | $160,070-56.7% | $147,117-52.9% | $145,897-52.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.14% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,169 | $5,285-59.0% | $4,932-56.0% | $4,663-53.5% |
| Participant deferral / active EE | $3,661 | $8,419-56.5% | $8,065-54.6% | $6,689-45.3% |
| Admin fee / account holder | $21,207 | $15,035+41.0% | $12,993+63.2% | $13,390+58.4% |