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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 | $34,786 | $157,304-77.9% | $141,197-75.4% | $152,909-77.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.13% | 64.34%-39.2pp | 71.41%-46.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $5,065 | $5,263-3.8% | $4,736+6.9% | $4,764+6.3% |
| Participant deferral / active EE | $7,893 | $7,111+11.0% | $6,710+17.6% | $5,851+34.9% |
| Admin fee / account holder | $403 | $12,126-96.7% | $10,265-96.1% | $11,601-96.5% |