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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 | $80,958 | $183,539-55.9% | $155,556-48.0% | $145,897-44.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.27% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,702 | $5,315-68.0% | $4,675-63.6% | $4,663-63.5% |
| Participant deferral / active EE | $3,650 | $6,467-43.6% | $5,631-35.2% | $6,689-45.4% |
| Admin fee / account holder | $931 | $19,275-95.2% | $15,885-94.1% | $13,390-93.0% |