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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 | $125,237-78.8% | $105,608-74.9% | $145,877-81.8% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 22.23% | 225.76%-203.5pp | 116.50%-94.3pp | 551.28%-529.1pp |
| Employer contribution / active EE | $3,234 | $3,720-13.1% | $3,167+2.1% | $4,663-30.6% |
| Participant deferral / active EE | $6,748 | $5,711+18.2% | $5,010+34.7% | $6,691+0.9% |
| Admin fee / account holder | $1,231 | $17,287-92.9% | $11,028-88.8% | $13,402-90.8% |