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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 | $40,910 | $68,398-40.2% | $94,664-56.8% | $75,173-45.6% |
| Participation rate | 80.8% | 76.1%+4.7pp | 80.8%-0.1pp | 67.2%+13.6pp |
| Annual return | 16.35% | 616.72%-600.4pp | 156.84%-140.5pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,796 | $2,701-33.5% | $3,673-51.1% | $2,671-32.8% |
| Participant deferral / active EE | $2,984 | $6,537-54.4% | $7,417-59.8% | $4,126-27.7% |
| Admin fee / account holder | $7,495 | $5,324+40.8% | $7,222+3.8% | $5,651+32.6% |