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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 | $90,764 | $138,076-34.3% | $123,553-26.5% | $135,380-33.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 5.33% | 153.70%-148.4pp | 119.21%-113.9pp | 519.81%-514.5pp |
| Employer contribution / active EE | $4,511 | $5,152-12.4% | $4,628-2.5% | $4,779-5.6% |
| Participant deferral / active EE | $9,250 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $343 | $10,917-96.9% | $9,284-96.3% | $10,828-96.8% |