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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 | $158,195 | $160,070-1.2% | $147,117+7.5% | $145,897+8.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.58% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $4,576 | $5,285-13.4% | $4,932-7.2% | $4,663-1.9% |
| Participant deferral / active EE | $8,636 | $8,419+2.6% | $8,065+7.1% | $6,689+29.1% |
| Admin fee / account holder | $30,771 | $15,035+104.7% | $12,993+136.8% | $13,390+129.8% |