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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 | $159,978-1.1% | $147,041+7.6% | $145,978+8.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.58% | 98.36%-83.8pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $4,576 | $5,288-13.5% | $4,935-7.3% | $4,662-1.8% |
| Participant deferral / active EE | $8,636 | $8,429+2.5% | $8,071+7.0% | $6,690+29.1% |
| Admin fee / account holder | $30,771 | $15,053+104.4% | $13,006+136.6% | $13,400+129.6% |