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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 | $31,854 | $160,040-80.1% | $147,096-78.3% | $145,877-78.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 27.25% | 98.49%-71.2pp | 419.75%-392.5pp | 551.28%-524.0pp |
| Employer contribution / active EE | $3,693 | $5,289-30.2% | $4,936-25.2% | $4,663-20.8% |
| Participant deferral / active EE | $8,411 | $8,429-0.2% | $8,071+4.2% | $6,691+25.7% |
| Admin fee / account holder | $511 | $15,050-96.6% | $13,005-96.1% | $13,402-96.2% |