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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 | $25,845 | $100,139-74.2% | $85,187-69.7% | $145,884-82.3% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 11.69% | 84.15%-72.5pp | 66.67%-55.0pp | 551.85%-540.2pp |
| Employer contribution / active EE | $7,427 | $3,238+129.4% | $2,732+171.8% | $4,662+59.3% |
| Participant deferral / active EE | $4,567 | $5,296-13.8% | $4,525+0.9% | $6,690-31.7% |
| Admin fee / account holder | $612 | $7,262-91.6% | $6,162-90.1% | $13,392-95.4% |