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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 | $244,766 | $160,040+52.9% | $147,096+66.4% | $145,877+67.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.38% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,519 | $8,429-34.5% | $8,071-31.6% | $6,691-17.5% |
| Admin fee / account holder | $6,266 | $15,050-58.4% | $13,005-51.8% | $13,402-53.2% |