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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 | $94,367 | $160,040-41.0% | $147,096-35.8% | $145,877-35.3% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 18.94% | 98.49%-79.6pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $3,263 | $5,289-38.3% | $4,936-33.9% | $4,663-30.0% |
| Participant deferral / active EE | $9,008 | $8,429+6.9% | $8,071+11.6% | $6,691+34.6% |
| Admin fee / account holder | $864 | $15,050-94.3% | $13,005-93.4% | $13,402-93.6% |