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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 | $76,205 | $129,737-41.3% | $119,126-36.0% | $154,746-50.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 15.34% | 379.08%-363.7pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $9,468 | $4,375+116.4% | $4,034+134.7% | $4,379+116.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,261 | $11,961+69.4% | $10,693+89.5% | $14,365+41.0% |