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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 | $44,466 | $175,231-74.6% | $149,696-70.3% | $139,466-68.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 34.22% | 166.77%-132.6pp | 134.46%-100.2pp | 373.66%-339.4pp |
| Employer contribution / active EE | $2,414 | $5,478-55.9% | $4,821-49.9% | $4,754-49.2% |
| Participant deferral / active EE | $6,906 | $6,521+5.9% | $5,682+21.5% | $6,712+2.9% |
| Admin fee / account holder | $2,868 | $16,155-82.2% | $13,212-78.3% | $11,409-74.9% |