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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 | $99,541 | $115,810-14.0% | $101,271-1.7% | $158,966-37.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 14.27% | 56.15%-41.9pp | 46.48%-32.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $2,362 | $4,175-43.4% | $3,660-35.5% | $4,762-50.4% |
| Participant deferral / active EE | $3,354 | $4,958-32.4% | $4,371-23.3% | $5,983-43.9% |
| Admin fee / account holder | $699 | $7,248-90.4% | $5,948-88.2% | $11,250-93.8% |