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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 | $68,489 | $102,422-33.1% | $147,117-53.4% | $80,959-15.4% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.7%+13.9pp |
| Annual return | 16.17% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $4,746 | $3,717+27.7% | $4,932-3.8% | $2,757+72.1% |
| Participant deferral / active EE | $8,325 | $6,652+25.1% | $8,065+3.2% | $4,300+93.6% |
| Admin fee / account holder | $8,901 | $7,953+11.9% | $12,993-31.5% | $6,925+28.5% |