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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 | $77,179 | $107,368-28.1% | $92,915-16.9% | $152,909-49.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 22.63% | 145.64%-123.0pp | 109.45%-86.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $9,410 | $4,222+122.9% | $3,653+157.6% | $4,764+97.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $777 | $7,082-89.0% | $5,796-86.6% | $11,601-93.3% |