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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 | $92,072 | $160,070-42.5% | $147,117-37.4% | $145,897-36.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 13.94% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,209 | $5,285-39.3% | $4,932-34.9% | $4,663-31.2% |
| Participant deferral / active EE | $12,719 | $8,419+51.1% | $8,065+57.7% | $6,689+90.1% |
| Admin fee / account holder | $912 | $15,035-93.9% | $12,993-93.0% | $13,390-93.2% |