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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 | $65,214 | $198,461-67.1% | $170,436-61.7% | $147,585-55.8% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 14.78% | 257.30%-242.5pp | 205.94%-191.2pp | 578.57%-563.8pp |
| Employer contribution / active EE | $2,140 | $6,184-65.4% | $5,433-60.6% | $4,876-56.1% |
| Participant deferral / active EE | $5,038 | $5,629-10.5% | $4,939+2.0% | $5,439-7.4% |
| Admin fee / account holder | $1,075 | $16,852-93.6% | $13,880-92.3% | $10,885-90.1% |