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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 | $113,926 | $176,077-35.3% | $159,455-28.6% | $167,518-32.0% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 15.47% | 331.83%-316.4pp | 263.63%-248.2pp | 478.71%-463.2pp |
| Employer contribution / active EE | $3,353 | $5,298-36.7% | $4,830-30.6% | $4,838-30.7% |
| Participant deferral / active EE | $8,286 | $7,751+6.9% | $7,353+12.7% | $6,342+30.6% |
| Admin fee / account holder | $998 | $12,556-92.1% | $10,800-90.8% | $12,312-91.9% |