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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 | $147,345 | $160,070-7.9% | $147,117+0.2% | $145,897+1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.69% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $5,682 | $5,285+7.5% | $4,932+15.2% | $4,663+21.9% |
| Participant deferral / active EE | $3,449 | $8,419-59.0% | $8,065-57.2% | $6,689-48.4% |
| Admin fee / account holder | $6,169 | $15,035-59.0% | $12,993-52.5% | $13,390-53.9% |