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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 | $75,741 | $183,539-58.7% | $155,556-51.3% | $145,897-48.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.90% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,150 | $5,315-59.6% | $4,675-54.0% | $4,663-53.9% |
| Participant deferral / active EE | $5,700 | $6,467-11.9% | $5,631+1.2% | $6,689-14.8% |
| Admin fee / account holder | $9,935 | $19,275-48.5% | $15,885-37.5% | $13,390-25.8% |