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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 | $94,134 | $88,754+6.1% | $81,820+15.1% | $145,877-35.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.64% | 1031.77%-1016.1pp | 777.93%-762.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $984 | $3,085-68.1% | $2,915-66.3% | $4,663-78.9% |
| Participant deferral / active EE | $2,016 | $4,648-56.6% | $4,323-53.4% | $6,691-69.9% |
| Admin fee / account holder | $3,864 | $8,424-54.1% | $7,391-47.7% | $13,402-71.2% |