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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 | $100,536 | $165,399-39.2% | $149,745-32.9% | $158,982-36.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 14.55% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,061 | $5,105-59.6% | $4,646-55.6% | $4,763-56.7% |
| Participant deferral / active EE | $6,529 | $7,183-9.1% | $6,843-4.6% | $5,983+9.1% |
| Admin fee / account holder | $803 | $10,811-92.6% | $9,312-91.4% | $11,252-92.9% |