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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 | $77,353 | $99,011-21.9% | $86,582-10.7% | $147,586-47.6% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 15.85% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,980 | $3,132-4.9% | $2,839+5.0% | $4,876-38.9% |
| Participant deferral / active EE | $4,460 | $3,972+12.3% | $3,609+23.6% | $5,439-18.0% |
| Admin fee / account holder | $3,168 | $5,709-44.5% | $4,904-35.4% | $10,886-70.9% |