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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 | $51,898 | $175,257-70.4% | $149,717-65.3% | $139,456-62.8% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 38.04% | 166.70%-128.7pp | 134.41%-96.4pp | 373.45%-335.4pp |
| Employer contribution / active EE | $1,786 | $5,477-67.4% | $4,820-63.0% | $4,753-62.4% |
| Participant deferral / active EE | $3,804 | $6,521-41.7% | $5,682-33.1% | $6,711-43.3% |
| Admin fee / account holder | $20,012 | $16,156+23.9% | $13,213+51.5% | $11,407+75.4% |