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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 | $36,051 | $72,071-50.0% | $68,368-47.3% | $137,256-73.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 18.89% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,497 | $2,788+25.4% | $2,649+32.0% | $4,156-15.9% |
| Participant deferral / active EE | $5,138 | $4,410+16.5% | $4,123+24.6% | $6,407-19.8% |
| Admin fee / account holder | $7,316 | $5,336+37.1% | $5,150+42.1% | $12,270-40.4% |