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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 | $26,540 | $125,184-78.8% | $105,607-74.9% | $145,884-81.8% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 22.23% | 225.00%-202.8pp | 116.11%-93.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $3,234 | $3,720-13.0% | $3,167+2.1% | $4,662-30.6% |
| Participant deferral / active EE | $6,748 | $5,714+18.1% | $5,011+34.7% | $6,690+0.9% |
| Admin fee / account holder | $1,231 | $17,133-92.8% | $10,958-88.8% | $13,392-90.8% |