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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 | $94,076 | $227,291-58.6% | $214,702-56.2% | $155,188-39.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 13.82% | 60.08%-46.3pp | 54.55%-40.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $4,495 | $6,772-33.6% | $6,461-30.4% | $4,248+5.8% |
| Participant deferral / active EE | $7,578 | $9,582-20.9% | $9,147-17.2% | $6,531+16.0% |
| Admin fee / account holder | $34,261 | $20,413+67.8% | $19,830+72.8% | $14,480+136.6% |