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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 | $27,459 | $157,296-82.5% | $141,191-80.6% | $152,897-82.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 80.93% | 64.34%+16.6pp | 71.41%+9.5pp | 345.43%-264.5pp |
| Employer contribution / active EE | $3,700 | $5,262-29.7% | $4,736-21.9% | $4,764-22.3% |
| Participant deferral / active EE | $7,287 | $7,111+2.5% | $6,710+8.6% | $5,851+24.5% |
| Admin fee / account holder | $560 | $12,125-95.4% | $10,264-94.5% | $11,599-95.2% |