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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 | $119,312 | $183,539-35.0% | $155,556-23.3% | $145,897-18.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 16.87% | 61.31%-44.4pp | 64.84%-48.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,852 | $5,315-46.4% | $4,675-39.0% | $4,663-38.8% |
| Participant deferral / active EE | $14,214 | $6,467+119.8% | $5,631+152.4% | $6,689+112.5% |
| Admin fee / account holder | $767 | $19,275-96.0% | $15,885-95.2% | $13,390-94.3% |