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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 | $77,266 | $105,210-26.6% | $159,487-51.6% | $85,851-10.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.6pp |
| Annual return | 21.17% | 45.08%-23.9pp | 263.71%-242.5pp | 318.63%-297.5pp |
| Employer contribution / active EE | $3,189 | $3,319-3.9% | $4,831-34.0% | $2,565+24.3% |
| Participant deferral / active EE | $7,927 | $5,946+33.3% | $7,354+7.8% | $3,952+100.6% |
| Admin fee / account holder | $1,260 | $6,934-81.8% | $10,804-88.3% | $6,261-79.9% |