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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 | $98,707 | $171,492-42.4% | $150,734-34.5% | $198,609-50.3% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 15.28% | 804.70%-789.4pp | 600.81%-585.5pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,960 | $5,470-64.2% | $4,918-60.1% | $5,055-61.2% |
| Participant deferral / active EE | $5,222 | $6,259-16.6% | $5,610-6.9% | $6,977-25.1% |
| Admin fee / account holder | $727 | $17,628-95.9% | $14,905-95.1% | $19,030-96.2% |