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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 | $166,020-40.4% | $164,866-39.9% | $145,959-32.2% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.6%+8.4pp | 80.3%+6.7pp |
| Annual return | 14.99% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,340 | $5,275-55.6% | $4,343-46.1% | $4,661-49.8% |
| Participant deferral / active EE | $4,310 | $6,961-38.1% | $6,033-28.6% | $6,689-35.6% |
| Admin fee / account holder | $558 | $16,644-96.6% | $12,689-95.6% | $13,398-95.8% |