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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 | $80,913 | $102,382-21.0% | $147,005-45.0% | $80,8740% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 18.25% | 134.89%-116.6pp | 418.76%-400.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $3,714 | $3,7150% | $4,934-24.7% | $2,756+34.8% |
| Participant deferral / active EE | $12,360 | $6,646+86.0% | $8,070+53.2% | $4,297+187.7% |
| Admin fee / account holder | $7,416 | $7,942-6.6% | $13,006-43.0% | $6,935+6.9% |