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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 | $84,323 | $209,428-59.7% | $178,498-52.8% | $158,950-47.0% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 16.66% | 188.78%-172.1pp | 151.09%-134.4pp | 302.91%-286.3pp |
| Employer contribution / active EE | $4,308 | $5,707-24.5% | $5,011-14.0% | $4,762-9.5% |
| Participant deferral / active EE | $3,997 | $5,955-32.9% | $5,202-23.2% | $5,983-33.2% |
| Admin fee / account holder | $1,678 | $17,077-90.2% | $13,985-88.0% | $11,248-85.1% |