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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 | $39,818 | $183,592-78.3% | $155,567-74.4% | $145,959-72.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.38% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,079 | $5,315-60.9% | $4,674-55.5% | $4,661-55.4% |
| Participant deferral / active EE | $6,462 | $6,4640% | $5,628+14.8% | $6,689-3.4% |
| Admin fee / account holder | $7,109 | $19,318-63.2% | $15,916-55.3% | $13,398-46.9% |