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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 | $67,771 | $70,366-3.7% | $66,674+1.6% | $138,895-51.2% |
| Participation rate | 95.8% | 76.2%+19.7pp | 73.7%+22.2pp | 79.9%+15.9pp |
| Annual return | 25.87% | 386.41%-360.5pp | 321.24%-295.4pp | 145.39%-119.5pp |
| Employer contribution / active EE | $3,513 | $2,765+27.0% | $2,620+34.1% | $4,194-16.3% |
| Participant deferral / active EE | $4,477 | $4,374+2.4% | $4,084+9.6% | $6,396-30.0% |
| Admin fee / account holder | $526 | $5,262-90.0% | $5,098-89.7% | $12,562-95.8% |