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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 | $45,196 | $157,296-71.3% | $141,191-68.0% | $152,897-70.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 33.07% | 64.34%-31.3pp | 71.41%-38.3pp | 345.43%-312.4pp |
| Employer contribution / active EE | $2,693 | $5,262-48.8% | $4,736-43.1% | $4,764-43.5% |
| Participant deferral / active EE | $7,980 | $7,111+12.2% | $6,710+18.9% | $5,851+36.4% |
| Admin fee / account holder | $305 | $12,125-97.5% | $10,264-97.0% | $11,599-97.4% |