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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 | $102,595-64.9% | $94,057-61.7% | $154,746-76.7% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 18.89% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,497 | $3,147+11.1% | $2,933+19.2% | $4,379-20.1% |
| Participant deferral / active EE | $5,138 | $5,118+0.4% | $4,709+9.1% | $6,730-23.7% |
| Admin fee / account holder | $7,316 | $7,736-5.4% | $7,244+1.0% | $14,365-49.1% |