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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 | $34,307 | $157,304-78.2% | $141,197-75.7% | $152,909-77.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 58.90% | 64.34%-5.4pp | 71.41%-12.5pp | 345.46%-286.6pp |
| Employer contribution / active EE | $2,686 | $5,263-49.0% | $4,736-43.3% | $4,764-43.6% |
| Participant deferral / active EE | $5,518 | $7,111-22.4% | $6,710-17.8% | $5,851-5.7% |
| Admin fee / account holder | $387 | $12,126-96.8% | $10,265-96.2% | $11,601-96.7% |