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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 | $29,691 | $159,978-81.4% | $147,041-79.8% | $145,978-79.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 30.49% | 98.36%-67.9pp | 419.21%-388.7pp | 550.52%-520.0pp |
| Employer contribution / active EE | $4,341 | $5,288-17.9% | $4,935-12.0% | $4,662-6.9% |
| Participant deferral / active EE | $6,353 | $8,429-24.6% | $8,071-21.3% | $6,690-5.0% |
| Admin fee / account holder | $6,614 | $15,053-56.1% | $13,006-49.2% | $13,400-50.6% |