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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 | $87,033 | $134,817-35.4% | $123,973-29.8% | $155,188-43.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.7%+14.3pp | 80.8%+10.1pp |
| Annual return | 17.49% | 515.49%-498.0pp | 388.13%-370.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,471 | $4,425-21.6% | $4,126-15.9% | $4,248-18.3% |
| Participant deferral / active EE | $7,015 | $5,706+22.9% | $5,247+33.7% | $6,531+7.4% |
| Admin fee / account holder | $545 | $13,245-95.9% | $11,799-95.4% | $14,480-96.2% |