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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 | $159,978-52.3% | $147,041-48.0% | $145,978-47.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.90% | 98.36%-82.5pp | 419.21%-403.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,848 | $5,288-65.0% | $4,935-62.5% | $4,662-60.4% |
| Participant deferral / active EE | $8,624 | $8,429+2.3% | $8,071+6.8% | $6,690+28.9% |
| Admin fee / account holder | $8,970 | $15,053-40.4% | $13,006-31.0% | $13,400-33.1% |