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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 | $39,562 | $183,592-78.5% | $155,574-74.6% | $145,877-72.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.48% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,694 | $5,317-68.1% | $4,676-63.8% | $4,663-63.7% |
| Participant deferral / active EE | $5,500 | $6,466-14.9% | $5,629-2.3% | $6,691-17.8% |
| Admin fee / account holder | $3,768 | $19,316-80.5% | $15,914-76.3% | $13,402-71.9% |