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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 | $145,789 | $160,070-8.9% | $147,117-0.9% | $145,897-0.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.45% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,577 | $5,285-51.2% | $4,932-47.8% | $4,663-44.7% |
| Participant deferral / active EE | $5,828 | $8,419-30.8% | $8,065-27.7% | $6,689-12.9% |
| Admin fee / account holder | $6,629 | $15,035-55.9% | $12,993-49.0% | $13,390-50.5% |