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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 | $49,514 | $160,028-69.1% | $147,080-66.3% | $145,884-66.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.74% | 98.60%-74.9pp | 420.17%-396.4pp | 551.85%-528.1pp |
| Employer contribution / active EE | $2,890 | $5,286-45.3% | $4,933-41.4% | $4,662-38.0% |
| Participant deferral / active EE | $9,320 | $8,422+10.7% | $8,066+15.5% | $6,690+39.3% |
| Admin fee / account holder | $4,852 | $15,030-67.7% | $12,989-62.6% | $13,392-63.8% |