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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 | $54,280 | $166,131-67.3% | $164,975-67.1% | $145,877-62.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 16.84% | 100.37%-83.5pp | 70.12%-53.3pp | 551.28%-534.4pp |
| Employer contribution / active EE | $5,573 | $5,276+5.6% | $4,343+28.3% | $4,663+19.5% |
| Participant deferral / active EE | $5,667 | $6,962-18.6% | $6,033-6.1% | $6,691-15.3% |
| Admin fee / account holder | $31,583 | $16,648+89.7% | $12,688+148.9% | $13,402+135.7% |