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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 | $37,014 | $183,539-79.8% | $155,556-76.2% | $145,897-74.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.48% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,208 | $5,315-58.5% | $4,675-52.8% | $4,663-52.6% |
| Participant deferral / active EE | $8,410 | $6,467+30.0% | $5,631+49.4% | $6,689+25.7% |
| Admin fee / account holder | $505 | $19,275-97.4% | $15,885-96.8% | $13,390-96.2% |