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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 | $231,141 | $159,978+44.5% | $147,041+57.2% | $145,978+58.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.71% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $4,907 | $5,288-7.2% | $4,935-0.6% | $4,662+5.3% |
| Participant deferral / active EE | $8,751 | $8,429+3.8% | $8,071+8.4% | $6,690+30.8% |
| Admin fee / account holder | $2,508 | $15,053-83.3% | $13,006-80.7% | $13,400-81.3% |