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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 | $74,479 | $72,071+3.3% | $68,368+8.9% | $137,256-45.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 14.61% | 353.14%-338.5pp | 292.57%-278.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,363 | $2,788-15.3% | $2,649-10.8% | $4,156-43.1% |
| Participant deferral / active EE | $3,762 | $4,410-14.7% | $4,123-8.8% | $6,407-41.3% |
| Admin fee / account holder | $1,326 | $5,336-75.1% | $5,150-74.3% | $12,270-89.2% |