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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 | $64,422 | $165,351-61.0% | $149,710-57.0% | $158,931-59.5% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 15.60% | 348.19%-332.6pp | 276.63%-261.0pp | 302.86%-287.3pp |
| Employer contribution / active EE | $7,474 | $5,103+46.5% | $4,645+60.9% | $4,761+57.0% |
| Participant deferral / active EE | $4,731 | $7,181-34.1% | $6,842-30.9% | $5,982-20.9% |
| Admin fee / account holder | $18,840 | $10,807+74.3% | $9,309+102.4% | $11,247+67.5% |