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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 | $70,872 | $103,008-31.2% | $90,304-21.5% | $152,897-53.6% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 22.20% | 95.22%-73.0pp | 78.13%-55.9pp | 345.43%-323.2pp |
| Employer contribution / active EE | $3,959 | $3,139+26.1% | $2,855+38.7% | $4,764-16.9% |
| Participant deferral / active EE | $2,068 | $4,281-51.7% | $3,885-46.8% | $5,851-64.7% |
| Admin fee / account holder | $4,637 | $6,175-24.9% | $5,354-13.4% | $11,599-60.0% |