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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 | $108,912-44.6% | $100,383-39.9% | $145,959-58.6% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 12.24% | 57.96%-45.7pp | 49.26%-37.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,849 | $4,423-35.6% | $3,944-27.8% | $4,661-38.9% |
| Participant deferral / active EE | $12,310 | $8,451+45.7% | $8,086+52.2% | $6,689+84.0% |
| Admin fee / account holder | $3,262 | $9,690-66.3% | $7,900-58.7% | $13,398-75.7% |