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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 | $82,542 | $105,210-21.5% | $159,487-48.2% | $85,851-3.9% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.6pp |
| Annual return | 15.48% | 45.08%-29.6pp | 263.71%-248.2pp | 318.63%-303.2pp |
| Employer contribution / active EE | $2,963 | $3,319-10.7% | $4,831-38.7% | $2,565+15.5% |
| Participant deferral / active EE | $6,076 | $5,946+2.2% | $7,354-17.4% | $3,952+53.7% |
| Admin fee / account holder | $3,743 | $6,934-46.0% | $10,804-65.4% | $6,261-40.2% |