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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 | $175,603 | $160,070+9.7% | $147,117+19.4% | $145,897+20.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 10.12% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,187 | $5,285-39.7% | $4,932-35.4% | $4,663-31.7% |
| Participant deferral / active EE | $11,154 | $8,419+32.5% | $8,065+38.3% | $6,689+66.7% |
| Admin fee / account holder | $6,244 | $15,035-58.5% | $12,993-51.9% | $13,390-53.4% |