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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 | $59,955 | $157,304-61.9% | $141,197-57.5% | $152,909-60.8% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 25.31% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $2,092 | $5,263-60.3% | $4,736-55.8% | $4,764-56.1% |
| Participant deferral / active EE | $2,606 | $7,111-63.4% | $6,710-61.2% | $5,851-55.5% |
| Admin fee / account holder | $412 | $12,126-96.6% | $10,265-96.0% | $11,601-96.4% |