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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 | $74,890 | $198,462-62.3% | $170,439-56.1% | $147,585-49.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 13.09% | 257.30%-244.2pp | 205.94%-192.9pp | 578.58%-565.5pp |
| Employer contribution / active EE | $3,222 | $6,184-47.9% | $5,433-40.7% | $4,876-33.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $613 | $16,852-96.4% | $13,881-95.6% | $10,886-94.4% |