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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 | $34,213 | $160,040-78.6% | $147,096-76.7% | $145,877-76.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.70% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,030 | $5,289-42.7% | $4,936-38.6% | $4,663-35.0% |
| Participant deferral / active EE | $10,082 | $8,429+19.6% | $8,071+24.9% | $6,691+50.7% |
| Admin fee / account holder | $945 | $15,050-93.7% | $13,005-92.7% | $13,402-93.0% |