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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 | $157,139 | $166,268-5.5% | $165,100-4.8% | $145,897+7.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 8.89% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,482 | $5,284-34.1% | $4,348-19.9% | $4,663-25.3% |
| Participant deferral / active EE | $4,642 | $6,964-33.3% | $6,035-23.1% | $6,689-30.6% |
| Admin fee / account holder | $6,555 | $16,659-60.7% | $12,696-48.4% | $13,390-51.0% |