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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 | $55,741 | $168,635-66.9% | $147,617-62.2% | $125,389-55.5% |
| Participation rate | 93.8% | 88.8%+5.0pp | 84.6%+9.1pp | 83.2%+10.6pp |
| Annual return | 2.06% | 77.65%-75.6pp | 61.98%-59.9pp | 282.24%-280.2pp |
| Employer contribution / active EE | $2,500 | $6,252-60.0% | $5,564-55.1% | $4,866-48.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,467 | $13,580-89.2% | $11,612-87.4% | $9,541-84.6% |