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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 | $84,637 | $102,595-17.5% | $94,057-10.0% | $154,746-45.3% |
| Participation rate | 90.5% | 76.0%+14.5pp | 73.3%+17.1pp | 80.7%+9.8pp |
| Annual return | 12.38% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,593 | $3,147-17.6% | $2,933-11.6% | $4,379-40.8% |
| Participant deferral / active EE | $2,764 | $5,118-46.0% | $4,709-41.3% | $6,730-58.9% |
| Admin fee / account holder | $1,331 | $7,736-82.8% | $7,244-81.6% | $14,365-90.7% |