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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 | $75,578 | $217,427-65.2% | $185,837-59.3% | $167,518-54.9% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 15.91% | 148.39%-132.5pp | 122.08%-106.2pp | 478.71%-462.8pp |
| Employer contribution / active EE | $5,871 | $5,874-0.1% | $5,168+13.6% | $4,838+21.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $834 | $19,816-95.8% | $16,241-94.9% | $12,312-93.2% |