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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 | $94,252 | $68,398+37.8% | $94,664-0.4% | $75,173+25.4% |
| Participation rate | 76.1% | 76.1%0pp | 80.8%-4.7pp | 67.2%+8.9pp |
| Annual return | 18.33% | 616.72%-598.4pp | 156.84%-138.5pp | 160.72%-142.4pp |
| Employer contribution / active EE | $2,664 | $2,701-1.4% | $3,673-27.5% | $2,671-0.3% |
| Participant deferral / active EE | $4,611 | $6,537-29.5% | $7,417-37.8% | $4,126+11.7% |
| Admin fee / account holder | $2,376 | $5,324-55.4% | $7,222-67.1% | $5,651-57.9% |