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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 | $39,226 | $209,428-81.3% | $178,498-78.0% | $158,950-75.3% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 18.80% | 188.78%-170.0pp | 151.09%-132.3pp | 302.91%-284.1pp |
| Employer contribution / active EE | $2,743 | $5,707-51.9% | $5,011-45.3% | $4,762-42.4% |
| Participant deferral / active EE | $3,249 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $766 | $17,077-95.5% | $13,985-94.5% | $11,248-93.2% |