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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 | $175,257-74.6% | $149,717-70.3% | $139,456-68.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 34.22% | 166.70%-132.5pp | 134.41%-100.2pp | 373.45%-339.2pp |
| Employer contribution / active EE | $2,414 | $5,477-55.9% | $4,820-49.9% | $4,753-49.2% |
| Participant deferral / active EE | $6,906 | $6,521+5.9% | $5,682+21.6% | $6,711+2.9% |
| Admin fee / account holder | $2,868 | $16,156-82.3% | $13,213-78.3% | $11,407-74.9% |