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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 | $40,588 | $129,737-68.7% | $119,126-65.9% | $154,746-73.8% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 14.96% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $8,235 | $4,375+88.2% | $4,034+104.2% | $4,379+88.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $526 | $11,961-95.6% | $10,693-95.1% | $14,365-96.3% |