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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 | $123,174 | $209,422-41.2% | $178,503-31.0% | $158,982-22.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 11.79% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,435 | $5,707-57.3% | $5,011-51.4% | $4,763-48.9% |
| Participant deferral / active EE | $3,910 | $5,955-34.3% | $5,202-24.8% | $5,983-34.7% |
| Admin fee / account holder | $799 | $17,079-95.3% | $13,987-94.3% | $11,252-92.9% |