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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 | $57,533 | $108,897-47.2% | $100,378-42.7% | $145,877-60.6% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 13.50% | 58.17%-44.7pp | 49.41%-35.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,636 | $4,420-40.4% | $3,942-33.1% | $4,663-43.5% |
| Participant deferral / active EE | $4,457 | $8,455-47.3% | $8,087-44.9% | $6,691-33.4% |
| Admin fee / account holder | $3,977 | $9,690-59.0% | $7,899-49.6% | $13,402-70.3% |