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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 | $132,007 | $197,819-33.3% | $155,789-15.3% | $125,389+5.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 76.1%+13.9pp | 83.2%+6.8pp |
| Annual return | 0.68% | 86.73%-86.1pp | 71.54%-70.9pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,934 | $5,631+23.1% | $4,798+44.5% | $5,352+29.6% |
| Admin fee / account holder | $3,060 | $9,544-67.9% | $7,477-59.1% | $9,541-67.9% |