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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 | $165,736 | $105,210+57.5% | $159,487+3.9% | $85,851+93.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 15.20% | 45.08%-29.9pp | 263.71%-248.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,058 | $5,946+35.5% | $7,354+9.6% | $3,952+103.9% |
| Admin fee / account holder | $6,020 | $6,934-13.2% | $10,804-44.3% | $6,261-3.8% |