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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 | $104,693 | $157,304-33.4% | $141,197-25.9% | $152,909-31.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 29.91% | 64.34%-34.4pp | 71.41%-41.5pp | 345.46%-315.6pp |
| Employer contribution / active EE | $2,591 | $5,263-50.8% | $4,736-45.3% | $4,764-45.6% |
| Participant deferral / active EE | $6,438 | $7,111-9.5% | $6,710-4.1% | $5,851+10.0% |
| Admin fee / account holder | $13,333 | $12,126+10.0% | $10,265+29.9% | $11,601+14.9% |