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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 | $77,546 | $226,135-65.7% | $182,558-57.5% | $152,909-49.3% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.5%+9.2pp |
| Annual return | 8.02% | 192.60%-184.6pp | 148.59%-140.6pp | 345.46%-337.4pp |
| Employer contribution / active EE | $2,083 | $4,979-58.2% | $4,076-48.9% | $4,764-56.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,310 | $10,707-78.4% | $8,594-73.1% | $11,601-80.1% |