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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 | $54,224 | $166,268-67.4% | $165,100-67.2% | $145,897-62.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 23.43% | 100.52%-77.1pp | 70.21%-46.8pp | 552.29%-528.9pp |
| Employer contribution / active EE | $5,964 | $5,284+12.9% | $4,348+37.2% | $4,663+27.9% |
| Participant deferral / active EE | $6,348 | $6,964-8.9% | $6,035+5.2% | $6,689-5.1% |
| Admin fee / account holder | $408 | $16,659-97.6% | $12,696-96.8% | $13,390-97.0% |