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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 | $133,241 | $160,040-16.7% | $147,096-9.4% | $145,877-8.7% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 15.89% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,536 | $5,289-52.1% | $4,936-48.6% | $4,663-45.6% |
| Participant deferral / active EE | $6,052 | $8,429-28.2% | $8,071-25.0% | $6,691-9.5% |
| Admin fee / account holder | $908 | $15,050-94.0% | $13,005-93.0% | $13,402-93.2% |