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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 | $78,362 | $160,070-51.0% | $147,117-46.7% | $145,897-46.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.07% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,661 | $5,285+7.1% | $4,932+14.8% | $4,663+21.4% |
| Participant deferral / active EE | $4,385 | $8,419-47.9% | $8,065-45.6% | $6,689-34.4% |
| Admin fee / account holder | $940 | $15,035-93.7% | $12,993-92.8% | $13,390-93.0% |