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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 | $81,553 | $148,582-45.1% | $135,942-40.0% | $139,456-41.5% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 27.40% | 79.26%-51.9pp | 68.28%-40.9pp | 373.45%-346.0pp |
| Employer contribution / active EE | $3,045 | $5,245-41.9% | $4,858-37.3% | $4,753-35.9% |
| Participant deferral / active EE | $5,825 | $8,101-28.1% | $7,759-24.9% | $6,711-13.2% |
| Admin fee / account holder | $706 | $12,402-94.3% | $10,764-93.4% | $11,407-93.8% |