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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 | $89,322 | $160,070-44.2% | $147,117-39.3% | $145,897-38.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 24.05% | 98.69%-74.6pp | 420.54%-396.5pp | 552.29%-528.2pp |
| Employer contribution / active EE | $5,118 | $5,285-3.1% | $4,932+3.8% | $4,663+9.8% |
| Participant deferral / active EE | $10,582 | $8,419+25.7% | $8,065+31.2% | $6,689+58.2% |
| Admin fee / account holder | $515 | $15,035-96.6% | $12,993-96.0% | $13,390-96.2% |