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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 | $36,310 | $160,028-77.3% | $147,080-75.3% | $145,884-75.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 11.97% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,657 | $5,286-49.7% | $4,933-46.1% | $4,662-43.0% |
| Participant deferral / active EE | $5,496 | $8,422-34.7% | $8,066-31.9% | $6,690-17.9% |
| Admin fee / account holder | $418 | $15,030-97.2% | $12,989-96.8% | $13,392-96.9% |