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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 | $93,699 | $160,028-41.4% | $147,080-36.3% | $145,884-35.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.35% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,852 | $5,286-65.0% | $4,933-62.5% | $4,662-60.3% |
| Participant deferral / active EE | $3,074 | $8,422-63.5% | $8,066-61.9% | $6,690-54.1% |
| Admin fee / account holder | $487 | $15,030-96.8% | $12,989-96.2% | $13,392-96.4% |