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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 | $160,028-80.1% | $147,080-78.3% | $145,884-78.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 27.25% | 98.60%-71.4pp | 420.17%-392.9pp | 551.85%-524.6pp |
| Employer contribution / active EE | $3,693 | $5,286-30.1% | $4,933-25.1% | $4,662-20.8% |
| Participant deferral / active EE | $8,411 | $8,422-0.1% | $8,066+4.3% | $6,690+25.7% |
| Admin fee / account holder | $511 | $15,030-96.6% | $12,989-96.1% | $13,392-96.2% |