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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 | $67,898 | $72,071-5.8% | $68,368-0.7% | $137,256-50.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 14.26% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,373 | $2,788+92.7% | $2,649+102.9% | $4,156+29.3% |
| Participant deferral / active EE | $3,165 | $4,410-28.2% | $4,123-23.2% | $6,407-50.6% |
| Admin fee / account holder | $475 | $5,336-91.1% | $5,150-90.8% | $12,270-96.1% |