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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 | $25,995 | $160,040-83.8% | $147,096-82.3% | $145,877-82.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.27% | 98.49%-83.2pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,994 | $5,289-62.3% | $4,936-59.6% | $4,663-57.2% |
| Participant deferral / active EE | $9,201 | $8,429+9.2% | $8,071+14.0% | $6,691+37.5% |
| Admin fee / account holder | $1,013 | $15,050-93.3% | $13,005-92.2% | $13,402-92.4% |