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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 | $66,698 | $102,422-34.9% | $147,117-54.7% | $80,959-17.6% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 16.77% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,576 | $3,717-3.8% | $4,932-27.5% | $2,757+29.7% |
| Participant deferral / active EE | $8,658 | $6,652+30.2% | $8,065+7.4% | $4,300+101.3% |
| Admin fee / account holder | $741 | $7,953-90.7% | $12,993-94.3% | $6,925-89.3% |