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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 | $52,904 | $175,259-69.8% | $149,723-64.7% | $139,487-62.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 23.02% | 166.82%-143.8pp | 134.50%-111.5pp | 373.84%-350.8pp |
| Employer contribution / active EE | $2,348 | $5,478-57.1% | $4,821-51.3% | $4,755-50.6% |
| Participant deferral / active EE | $6,151 | $6,522-5.7% | $5,682+8.2% | $6,713-8.4% |
| Admin fee / account holder | $1,406 | $16,158-91.3% | $13,215-89.4% | $11,407-87.7% |