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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 | $95,147 | $176,105-46.0% | $159,474-40.3% | $167,536-43.2% |
| Participation rate | 94.1% | 85.0%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 11.26% | 331.91%-320.6pp | 263.68%-252.4pp | 478.82%-467.6pp |
| Employer contribution / active EE | $3,733 | $5,299-29.6% | $4,831-22.7% | $4,839-22.9% |
| Participant deferral / active EE | $8,816 | $7,751+13.7% | $7,353+19.9% | $6,342+39.0% |
| Admin fee / account holder | $934 | $12,559-92.6% | $10,802-91.4% | $12,315-92.4% |