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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 | $61,079 | $105,158-41.9% | $94,672-35.5% | $139,487-56.2% |
| Participation rate | 91.3% | 82.4%+8.9pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | 20.27% | 38.11%-17.8pp | 156.89%-136.6pp | 373.84%-353.6pp |
| Employer contribution / active EE | $4,967 | $4,107+20.9% | $3,673+35.2% | $4,755+4.5% |
| Participant deferral / active EE | $12,005 | $7,599+58.0% | $7,417+61.8% | $6,713+78.8% |
| Admin fee / account holder | $17,519 | $8,972+95.3% | $7,222+142.6% | $11,407+53.6% |