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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 | $76,389 | $160,070-52.3% | $147,117-48.1% | $145,897-47.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 15.90% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,848 | $5,285-65.0% | $4,932-62.5% | $4,663-60.4% |
| Participant deferral / active EE | $8,624 | $8,419+2.4% | $8,065+6.9% | $6,689+28.9% |
| Admin fee / account holder | $8,970 | $15,035-40.3% | $12,993-31.0% | $13,390-33.0% |