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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 | $15,633 | $70,366-77.8% | $66,674-76.6% | $138,895-88.7% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.7%+19.2pp | 79.9%+12.9pp |
| Annual return | 18.21% | 386.41%-368.2pp | 321.24%-303.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,892 | $2,765+4.6% | $2,620+10.4% | $4,194-31.1% |
| Participant deferral / active EE | $5,432 | $4,374+24.2% | $4,084+33.0% | $6,396-15.1% |
| Admin fee / account holder | $1,940 | $5,262-63.1% | $5,098-61.9% | $12,562-84.6% |