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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 | $157,270-77.9% | $141,173-75.4% | $152,870-77.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.13% | 64.33%-39.2pp | 71.40%-46.3pp | 345.34%-320.2pp |
| Employer contribution / active EE | $5,065 | $5,261-3.7% | $4,735+7.0% | $4,763+6.3% |
| Participant deferral / active EE | $7,893 | $7,110+11.0% | $6,710+17.6% | $5,850+34.9% |
| Admin fee / account holder | $403 | $12,121-96.7% | $10,262-96.1% | $11,597-96.5% |