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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 | $111,928 | $198,457-43.6% | $170,435-34.3% | $147,586-24.2% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 14.87% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $3,507 | $6,183-43.3% | $5,432-35.4% | $4,876-28.1% |
| Participant deferral / active EE | $9,400 | $5,629+67.0% | $4,939+90.3% | $5,439+72.8% |
| Admin fee / account holder | $13,137 | $16,852-22.0% | $13,881-5.4% | $10,886+20.7% |