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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 | $166,268-81.6% | $165,100-81.4% | $145,897-79.0% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | 9.42% | 100.52%-91.1pp | 70.21%-60.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,825 | $5,284-46.5% | $4,348-35.0% | $4,663-39.4% |
| Participant deferral / active EE | $2,090 | $6,964-70.0% | $6,035-65.4% | $6,689-68.8% |
| Admin fee / account holder | $435 | $16,659-97.4% | $12,696-96.6% | $13,390-96.7% |