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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 | $92,754 | $114,093-18.7% | $96,171-3.6% | $167,536-44.6% |
| Participation rate | 86.4% | 75.1%+11.3pp | 68.4%+17.9pp | 82.1%+4.3pp |
| Annual return | 14.33% | 190.00%-175.7pp | 192.04%-177.7pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,199 | $3,429-35.9% | $2,799-21.4% | $4,839-54.6% |
| Participant deferral / active EE | $4,437 | $5,197-14.6% | $4,350+2.0% | $6,342-30.0% |
| Admin fee / account holder | $857 | $6,899-87.6% | $5,538-84.5% | $12,315-93.0% |