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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 | $52,842 | $160,028-67.0% | $147,080-64.1% | $145,884-63.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.91% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,325 | $5,286-74.9% | $4,933-73.1% | $4,662-71.6% |
| Participant deferral / active EE | $5,200 | $8,422-38.3% | $8,066-35.5% | $6,690-22.3% |
| Admin fee / account holder | $602 | $15,030-96.0% | $12,989-95.4% | $13,392-95.5% |