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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 | $93,728 | $144,130-35.0% | $117,861-20.5% | $147,586-36.5% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 12.27% | 531.20%-518.9pp | 335.11%-322.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,093 | $4,897-57.3% | $3,786-44.7% | $4,876-57.1% |
| Participant deferral / active EE | $8,759 | $5,316+64.8% | $4,482+95.4% | $5,439+61.1% |
| Admin fee / account holder | $302 | $10,887-97.2% | $8,021-96.2% | $10,886-97.2% |