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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 | $57,584 | $209,422-72.5% | $178,503-67.7% | $158,982-63.8% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 16.97% | 188.81%-171.8pp | 151.12%-134.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,397 | $5,707-75.5% | $5,011-72.1% | $4,763-70.7% |
| Participant deferral / active EE | $2,462 | $5,955-58.7% | $5,202-52.7% | $5,983-58.9% |
| Admin fee / account holder | $5,419 | $17,079-68.3% | $13,987-61.3% | $11,252-51.8% |