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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 | $58,842 | $102,595-42.6% | $94,057-37.4% | $154,746-62.0% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 15.72% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,514 | $3,147-20.1% | $2,933-14.3% | $4,379-42.6% |
| Participant deferral / active EE | $5,094 | $5,118-0.5% | $4,709+8.2% | $6,730-24.3% |
| Admin fee / account holder | $571 | $7,736-92.6% | $7,244-92.1% | $14,365-96.0% |