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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 | $69,346 | $160,040-56.7% | $147,096-52.9% | $145,877-52.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.14% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,169 | $5,289-59.0% | $4,936-56.1% | $4,663-53.5% |
| Participant deferral / active EE | $3,661 | $8,429-56.6% | $8,071-54.6% | $6,691-45.3% |
| Admin fee / account holder | $21,207 | $15,050+40.9% | $13,005+63.1% | $13,402+58.2% |