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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% | $155,574-74.4% | $145,877-72.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.38% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,079 | $5,317-60.9% | $4,676-55.5% | $4,663-55.4% |
| Participant deferral / active EE | $6,462 | $6,466-0.1% | $5,629+14.8% | $6,691-3.4% |
| Admin fee / account holder | $7,109 | $19,316-63.2% | $15,914-55.3% | $13,402-47.0% |