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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 | $160,028-9.1% | $147,080-1.1% | $145,884-0.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.60% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,183 | $5,286-58.7% | $4,933-55.8% | $4,662-53.2% |
| Participant deferral / active EE | $5,869 | $8,422-30.3% | $8,066-27.2% | $6,690-12.3% |
| Admin fee / account holder | $26,203 | $15,030+74.3% | $12,989+101.7% | $13,392+95.7% |