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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 | $72,389 | $176,077-58.9% | $159,455-54.6% | $167,518-56.8% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 13.28% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.4pp |
| Employer contribution / active EE | $4,084 | $5,298-22.9% | $4,830-15.4% | $4,838-15.6% |
| Participant deferral / active EE | $11,882 | $7,751+53.3% | $7,353+61.6% | $6,342+87.4% |
| Admin fee / account holder | $3,657 | $12,556-70.9% | $10,800-66.1% | $12,312-70.3% |