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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 | $75,532 | $134,817-44.0% | $123,973-39.1% | $155,188-51.3% |
| Participation rate | 93.8% | 79.4%+14.4pp | 76.7%+17.1pp | 80.8%+12.9pp |
| Annual return | 16.47% | 515.49%-499.0pp | 388.13%-371.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,971 | $4,425-55.5% | $4,126-52.2% | $4,248-53.6% |
| Participant deferral / active EE | $6,535 | $5,706+14.5% | $5,247+24.5% | $6,531+0.1% |
| Admin fee / account holder | $554 | $13,245-95.8% | $11,799-95.3% | $14,480-96.2% |