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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 | $159,934-56.6% | $147,005-52.8% | $145,959-52.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.14% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,169 | $5,287-59.0% | $4,934-56.0% | $4,661-53.5% |
| Participant deferral / active EE | $3,661 | $8,427-56.6% | $8,070-54.6% | $6,689-45.3% |
| Admin fee / account holder | $21,207 | $15,053+40.9% | $13,006+63.1% | $13,398+58.3% |