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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 | $99,011 | $166,242-40.4% | $165,071-40.0% | $145,884-32.1% |
| Participation rate | 87.0% | 82.0%+4.9pp | 78.6%+8.3pp | 80.3%+6.7pp |
| Annual return | 14.99% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,340 | $5,283-55.7% | $4,347-46.2% | $4,662-49.8% |
| Participant deferral / active EE | $4,310 | $6,964-38.1% | $6,035-28.6% | $6,690-35.6% |
| Admin fee / account holder | $558 | $16,658-96.6% | $12,695-95.6% | $13,392-95.8% |