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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 | $127,266 | $160,028-20.5% | $147,080-13.5% | $145,884-12.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.01% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $4,895 | $5,286-7.4% | $4,933-0.8% | $4,662+5.0% |
| Participant deferral / active EE | $8,936 | $8,422+6.1% | $8,066+10.8% | $6,690+33.6% |
| Admin fee / account holder | $3,263 | $15,030-78.3% | $12,989-74.9% | $13,392-75.6% |