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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 | $22,931 | $160,070-85.7% | $147,117-84.4% | $145,897-84.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 19.84% | 98.69%-78.8pp | 420.54%-400.7pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,569 | $5,285-51.4% | $4,932-47.9% | $4,663-44.9% |
| Participant deferral / active EE | $3,214 | $8,419-61.8% | $8,065-60.1% | $6,689-51.9% |
| Admin fee / account holder | $435 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |