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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 | $99,016 | $132,099-25.0% | $115,599-14.3% | $138,895-28.7% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.3%+15.2pp | 79.9%+9.6pp |
| Annual return | 13.42% | 176.76%-163.3pp | 111.10%-97.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,872 | $3,416-15.9% | $2,955-2.8% | $4,194-31.5% |
| Participant deferral / active EE | $2,246 | $5,617-60.0% | $4,889-54.1% | $6,396-64.9% |
| Admin fee / account holder | $572 | $15,650-96.3% | $12,841-95.5% | $12,562-95.5% |