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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 | $93,806 | $118,680-21.0% | $98,910-5.2% | $158,931-41.0% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 16.63% | 372.35%-355.7pp | 196.44%-179.8pp | 302.86%-286.2pp |
| Employer contribution / active EE | $3,529 | $3,333+5.9% | $2,689+31.3% | $4,761-25.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,496 | $10,131-75.4% | $6,642-62.4% | $11,247-77.8% |