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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 | $94,188 | $148,629-36.6% | $135,982-30.7% | $139,487-32.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 19.73% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $6,796 | $5,247+29.5% | $4,859+39.9% | $4,755+42.9% |
| Participant deferral / active EE | $4,930 | $8,102-39.1% | $7,760-36.5% | $6,713-26.5% |
| Admin fee / account holder | $344 | $12,406-97.2% | $10,767-96.8% | $11,407-97.0% |