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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 | $30,632 | $166,131-81.6% | $164,975-81.4% | $145,877-79.0% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | 9.42% | 100.37%-90.9pp | 70.12%-60.7pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,825 | $5,276-46.4% | $4,343-34.9% | $4,663-39.4% |
| Participant deferral / active EE | $2,090 | $6,962-70.0% | $6,033-65.4% | $6,691-68.8% |
| Admin fee / account holder | $435 | $16,648-97.4% | $12,688-96.6% | $13,402-96.8% |