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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 | $36,463 | $183,592-80.1% | $155,574-76.6% | $145,877-75.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 19.08% | 61.37%-42.3pp | 64.87%-45.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $2,066 | $5,317-61.1% | $4,676-55.8% | $4,663-55.7% |
| Participant deferral / active EE | $4,949 | $6,466-23.5% | $5,629-12.1% | $6,691-26.0% |
| Admin fee / account holder | $3,097 | $19,316-84.0% | $15,914-80.5% | $13,402-76.9% |