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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 | $67,355 | $160,040-57.9% | $147,096-54.2% | $145,877-53.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 13.67% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,210 | $5,289-20.4% | $4,936-14.7% | $4,663-9.7% |
| Participant deferral / active EE | $9,782 | $8,429+16.1% | $8,071+21.2% | $6,691+46.2% |
| Admin fee / account holder | $497 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |