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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 | $39,917 | $160,040-75.1% | $147,096-72.9% | $145,877-72.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 15.71% | 98.49%-82.8pp | 419.75%-404.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,286 | $5,289-37.9% | $4,936-33.4% | $4,663-29.5% |
| Participant deferral / active EE | $6,248 | $8,429-25.9% | $8,071-22.6% | $6,691-6.6% |
| Admin fee / account holder | $2,084 | $15,050-86.2% | $13,005-84.0% | $13,402-84.5% |