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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 | $26,601 | $110,093-75.8% | $97,295-72.7% | $145,897-81.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 23.61% | 244.76%-221.1pp | 75.62%-52.0pp | 552.29%-528.7pp |
| Employer contribution / active EE | $2,743 | $3,077-10.9% | $2,723+0.7% | $4,663-41.2% |
| Participant deferral / active EE | $6,814 | $4,678+45.7% | $4,264+59.8% | $6,689+1.9% |
| Admin fee / account holder | $674 | $6,212-89.1% | $5,646-88.1% | $13,390-95.0% |