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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 | $166,268-67.4% | $165,100-67.1% | $145,897-62.8% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 16.84% | 100.52%-83.7pp | 70.21%-53.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $5,573 | $5,284+5.5% | $4,348+28.2% | $4,663+19.5% |
| Participant deferral / active EE | $5,667 | $6,964-18.6% | $6,035-6.1% | $6,689-15.3% |
| Admin fee / account holder | $31,583 | $16,659+89.6% | $12,696+148.8% | $13,390+135.9% |