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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 | $55,198 | $175,231-68.5% | $149,696-63.1% | $139,466-60.4% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 12.74% | 166.77%-154.0pp | 134.46%-121.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,835 | $5,478-66.5% | $4,821-61.9% | $4,754-61.4% |
| Participant deferral / active EE | $4,109 | $6,521-37.0% | $5,682-27.7% | $6,712-38.8% |
| Admin fee / account holder | $309 | $16,155-98.1% | $13,212-97.7% | $11,409-97.3% |