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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 | $158,694 | $148,623+6.8% | $135,974+16.7% | $139,466+13.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 13.74% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,653 | $5,246-49.4% | $4,859-45.4% | $4,754-44.2% |
| Participant deferral / active EE | $7,346 | $8,103-9.3% | $7,760-5.3% | $6,712+9.5% |
| Admin fee / account holder | $23,837 | $12,406+92.1% | $10,767+121.4% | $11,409+108.9% |