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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 | $63,694 | $90,691-29.8% | $76,119-16.3% | $145,884-56.3% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.9pp |
| Annual return | 11.58% | 624.52%-612.9pp | 361.25%-349.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,326 | $3,329-60.2% | $2,693-50.8% | $4,662-71.6% |
| Participant deferral / active EE | $5,274 | $5,167+2.1% | $4,259+23.8% | $6,690-21.2% |
| Admin fee / account holder | $365 | $8,383-95.6% | $6,421-94.3% | $13,392-97.3% |