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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 | $160,040-85.7% | $147,096-84.4% | $145,877-84.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 19.84% | 98.49%-78.7pp | 419.75%-399.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $2,569 | $5,289-51.4% | $4,936-47.9% | $4,663-44.9% |
| Participant deferral / active EE | $3,214 | $8,429-61.9% | $8,071-60.2% | $6,691-52.0% |
| Admin fee / account holder | $435 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |