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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 | $67,158 | $103,008-34.8% | $90,304-25.6% | $152,897-56.1% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 10.52% | 95.22%-84.7pp | 78.13%-67.6pp | 345.43%-334.9pp |
| Employer contribution / active EE | $2,772 | $3,139-11.7% | $2,855-2.9% | $4,764-41.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,619 | $6,175-41.4% | $5,354-32.4% | $11,599-68.8% |