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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 | $71,007 | $109,904-35.4% | $97,167-26.9% | $145,959-51.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 15.96% | 243.43%-227.5pp | 75.27%-59.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $9,856 | $3,084+219.5% | $2,729+261.2% | $4,661+111.5% |
| Participant deferral / active EE | $8,275 | $4,676+77.0% | $4,264+94.1% | $6,689+23.7% |
| Admin fee / account holder | $365 | $6,216-94.1% | $5,650-93.5% | $13,398-97.3% |