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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 | $67,926 | $148,623-54.3% | $135,974-50.0% | $139,466-51.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.68% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,844 | $5,246-45.8% | $4,859-41.5% | $4,754-40.2% |
| Participant deferral / active EE | $13,847 | $8,103+70.9% | $7,760+78.4% | $6,712+106.3% |
| Admin fee / account holder | $3,522 | $12,406-71.6% | $10,767-67.3% | $11,409-69.1% |