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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 | $114,761 | $196,972-41.7% | $182,262-37.0% | $198,609-42.2% |
| Participation rate | 70.0% | 85.7%-15.7pp | 84.2%-14.2pp | 82.4%-12.4pp |
| Annual return | 54.25% | 158.27%-104.0pp | 140.60%-86.3pp | 202.70%-148.4pp |
| Employer contribution / active EE | $2,197 | $5,364-59.0% | $5,046-56.5% | $5,055-56.5% |
| Participant deferral / active EE | $4,485 | $8,643-48.1% | $8,276-45.8% | $6,977-35.7% |
| Admin fee / account holder | $3,032 | $18,429-83.5% | $16,712-81.9% | $19,030-84.1% |