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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 | $118,139 | $210,698-43.9% | $178,014-33.6% | $145,959-19.1% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 10.61% | 386.27%-375.7pp | 294.80%-284.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,793 | $4,567-60.7% | $3,950-54.6% | $4,661-61.5% |
| Participant deferral / active EE | $3,949 | $6,958-43.2% | $6,276-37.1% | $6,689-41.0% |
| Admin fee / account holder | $2,352 | $12,016-80.4% | $10,362-77.3% | $13,398-82.4% |