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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 | $46,534 | $198,457-76.6% | $170,435-72.7% | $147,586-68.5% |
| Participation rate | 73.7% | 88.0%-14.3pp | 83.6%-9.9pp | 82.8%-9.1pp |
| Annual return | 25.63% | 257.30%-231.7pp | 205.94%-180.3pp | 578.59%-553.0pp |
| Employer contribution / active EE | $1,927 | $6,183-68.8% | $5,432-64.5% | $4,876-60.5% |
| Participant deferral / active EE | $3,217 | $5,629-42.9% | $4,939-34.9% | $5,439-40.9% |
| Admin fee / account holder | $5,921 | $16,852-64.9% | $13,881-57.3% | $10,886-45.6% |