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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 | $81,971 | $166,131-50.7% | $164,975-50.3% | $145,877-43.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 16.35% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $4,767 | $5,276-9.6% | $4,343+9.8% | $4,663+2.2% |
| Participant deferral / active EE | $7,896 | $6,962+13.4% | $6,033+30.9% | $6,691+18.0% |
| Admin fee / account holder | $515 | $16,648-96.9% | $12,688-95.9% | $13,402-96.2% |