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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 | $105,366 | $159,978-34.1% | $147,041-28.3% | $145,978-27.8% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 15.04% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $4,135 | $5,288-21.8% | $4,935-16.2% | $4,662-11.3% |
| Participant deferral / active EE | $9,244 | $8,429+9.7% | $8,071+14.5% | $6,690+38.2% |
| Admin fee / account holder | $8,983 | $15,053-40.3% | $13,006-30.9% | $13,400-33.0% |