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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 | $64,617 | $159,934-59.6% | $147,005-56.0% | $145,959-55.7% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 12.65% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,721 | $5,287-48.5% | $4,934-44.8% | $4,661-41.6% |
| Participant deferral / active EE | $6,360 | $8,427-24.5% | $8,070-21.2% | $6,689-4.9% |
| Admin fee / account holder | $5,699 | $15,053-62.1% | $13,006-56.2% | $13,398-57.5% |