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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 | $60,368 | $108,897-44.6% | $100,378-39.9% | $145,877-58.6% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 12.24% | 58.17%-45.9pp | 49.41%-37.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,849 | $4,420-35.5% | $3,942-27.7% | $4,663-38.9% |
| Participant deferral / active EE | $12,310 | $8,455+45.6% | $8,087+52.2% | $6,691+84.0% |
| Admin fee / account holder | $3,262 | $9,690-66.3% | $7,899-58.7% | $13,402-75.7% |