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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 | $103,740 | $175,257-40.8% | $149,717-30.7% | $139,456-25.6% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 22.99% | 166.70%-143.7pp | 134.41%-111.4pp | 373.45%-350.5pp |
| Employer contribution / active EE | $2,348 | $5,477-57.1% | $4,820-51.3% | $4,753-50.6% |
| Participant deferral / active EE | $5,050 | $6,521-22.6% | $5,682-11.1% | $6,711-24.8% |
| Admin fee / account holder | $1,962 | $16,156-87.9% | $13,213-85.2% | $11,407-82.8% |