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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 | $145,454 | $159,978-9.1% | $147,041-1.1% | $145,978-0.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.60% | 98.36%-86.8pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,183 | $5,288-58.7% | $4,935-55.8% | $4,662-53.2% |
| Participant deferral / active EE | $5,869 | $8,429-30.4% | $8,071-27.3% | $6,690-12.3% |
| Admin fee / account holder | $26,203 | $15,053+74.1% | $13,006+101.5% | $13,400+95.5% |