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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 | $143,460 | $100,139+43.3% | $85,187+68.4% | $145,884-1.7% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 14.09% | 84.15%-70.1pp | 66.67%-52.6pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,520 | $3,238-53.0% | $2,732-44.4% | $4,662-67.4% |
| Participant deferral / active EE | $5,778 | $5,296+9.1% | $4,525+27.7% | $6,690-13.6% |
| Admin fee / account holder | $2,614 | $7,262-64.0% | $6,162-57.6% | $13,392-80.5% |