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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 | $166,268-50.7% | $165,100-50.4% | $145,897-43.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 16.35% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-535.9pp |
| Employer contribution / active EE | $4,767 | $5,284-9.8% | $4,348+9.6% | $4,663+2.2% |
| Participant deferral / active EE | $7,896 | $6,964+13.4% | $6,035+30.8% | $6,689+18.0% |
| Admin fee / account holder | $515 | $16,659-96.9% | $12,696-95.9% | $13,390-96.2% |