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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 | $61,483 | $183,539-66.5% | $155,556-60.5% | $145,897-57.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 50.82% | 61.31%-10.5pp | 64.84%-14.0pp | 552.29%-501.5pp |
| Employer contribution / active EE | $2,179 | $5,315-59.0% | $4,675-53.4% | $4,663-53.3% |
| Participant deferral / active EE | $5,954 | $6,467-7.9% | $5,631+5.7% | $6,689-11.0% |
| Admin fee / account holder | $2,973 | $19,275-84.6% | $15,885-81.3% | $13,390-77.8% |