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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 | $92,026 | $124,175-25.9% | $108,405-15.1% | $167,536-45.1% |
| Participation rate | 95.5% | 82.3%+13.2pp | 80.1%+15.3pp | 82.1%+13.3pp |
| Annual return | 12.79% | 1380.13%-1367.3pp | 905.55%-892.8pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,989 | $4,188-4.7% | $3,559+12.1% | $4,839-17.6% |
| Participant deferral / active EE | $5,299 | $6,908-23.3% | $6,563-19.3% | $6,342-16.4% |
| Admin fee / account holder | $475 | $9,457-95.0% | $7,297-93.5% | $12,315-96.1% |