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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 | $78,344 | $183,539-57.3% | $155,556-49.6% | $145,897-46.3% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 10.18% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,850 | $5,315-46.4% | $4,675-39.0% | $4,663-38.9% |
| Participant deferral / active EE | $2,157 | $6,467-66.6% | $5,631-61.7% | $6,689-67.8% |
| Admin fee / account holder | $4,700 | $19,275-75.6% | $15,885-70.4% | $13,390-64.9% |