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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 | $43,468 | $160,070-72.8% | $147,117-70.5% | $145,897-70.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.27% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,231 | $5,285-76.7% | $4,932-75.1% | $4,663-73.6% |
| Participant deferral / active EE | $7,445 | $8,419-11.6% | $8,065-7.7% | $6,689+11.3% |
| Admin fee / account holder | $629 | $15,035-95.8% | $12,993-95.2% | $13,390-95.3% |