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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 | $161,793 | $159,978+1.1% | $147,041+10.0% | $145,978+10.8% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 9.99% | 98.36%-88.4pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,242 | $8,429+57.1% | $8,071+64.1% | $6,690+98.0% |
| Admin fee / account holder | $12,968 | $15,053-13.9% | $13,006-0.3% | $13,400-3.2% |