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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 | $114,506 | $159,978-28.4% | $147,041-22.1% | $145,978-21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.61% | 98.36%-87.8pp | 419.21%-408.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,979 | $5,288-62.6% | $4,935-59.9% | $4,662-57.5% |
| Participant deferral / active EE | $8,049 | $8,429-4.5% | $8,071-0.3% | $6,690+20.3% |
| Admin fee / account holder | $10,707 | $15,053-28.9% | $13,006-17.7% | $13,400-20.1% |