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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 | $149,009 | $166,131-10.3% | $164,975-9.7% | $145,877+2.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.61% | 100.37%-85.8pp | 70.12%-55.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,776 | $6,962-60.1% | $6,033-54.0% | $6,691-58.5% |
| Admin fee / account holder | $12,378 | $16,648-25.6% | $12,688-2.4% | $13,402-7.6% |