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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 | $139,037 | $160,070-13.1% | $147,117-5.5% | $145,897-4.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.23% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,952 | $8,419+42.0% | $8,065+48.2% | $6,689+78.7% |
| Admin fee / account holder | $16,596 | $15,035+10.4% | $12,993+27.7% | $13,390+23.9% |