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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 | $46,617 | $157,276-70.4% | $141,177-67.0% | $152,885-69.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 18.93% | 64.33%-45.4pp | 71.40%-52.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $3,297 | $5,262-37.3% | $4,736-30.4% | $4,763-30.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $26,270 | $12,123+116.7% | $10,263+156.0% | $11,598+126.5% |