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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 | $159,978+9.8% | $147,041+19.4% | $145,978+20.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 10.12% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $3,187 | $5,288-39.7% | $4,935-35.4% | $4,662-31.6% |
| Participant deferral / active EE | $11,154 | $8,429+32.3% | $8,071+38.2% | $6,690+66.7% |
| Admin fee / account holder | $6,244 | $15,053-58.5% | $13,006-52.0% | $13,400-53.4% |