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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 | $148,051 | $160,070-7.5% | $147,117+0.6% | $145,897+1.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 11.51% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,656 | $5,285-49.7% | $4,932-46.1% | $4,663-43.0% |
| Participant deferral / active EE | $8,962 | $8,419+6.4% | $8,065+11.1% | $6,689+34.0% |
| Admin fee / account holder | $5,314 | $15,035-64.7% | $12,993-59.1% | $13,390-60.3% |