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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 | $125,066 | $160,070-21.9% | $147,117-15.0% | $145,897-14.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.92% | 98.69%-80.8pp | 420.54%-402.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $3,389 | $5,285-35.9% | $4,932-31.3% | $4,663-27.3% |
| Participant deferral / active EE | $8,532 | $8,419+1.3% | $8,065+5.8% | $6,689+27.6% |
| Admin fee / account holder | $25,701 | $15,035+70.9% | $12,993+97.8% | $13,390+91.9% |