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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 | $82,800 | $157,304-47.4% | $141,197-41.4% | $152,909-45.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 16.69% | 64.34%-47.7pp | 71.41%-54.7pp | 345.46%-328.8pp |
| Employer contribution / active EE | $1,718 | $5,263-67.4% | $4,736-63.7% | $4,764-63.9% |
| Participant deferral / active EE | $7,902 | $7,111+11.1% | $6,710+17.8% | $5,851+35.1% |
| Admin fee / account holder | $2,634 | $12,126-78.3% | $10,265-74.3% | $11,601-77.3% |