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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 | $69,985 | $198,457-64.7% | $170,435-58.9% | $147,586-52.6% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 14.22% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $3,186 | $6,183-48.5% | $5,432-41.3% | $4,876-34.7% |
| Participant deferral / active EE | $3,848 | $5,629-31.6% | $4,939-22.1% | $5,439-29.2% |
| Admin fee / account holder | $2,706 | $16,852-83.9% | $13,881-80.5% | $10,886-75.1% |