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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 | $17,799 | $183,539-90.3% | $155,556-88.6% | $145,897-87.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 42.03% | 61.31%-19.3pp | 64.84%-22.8pp | 552.29%-510.3pp |
| Employer contribution / active EE | $1,516 | $5,315-71.5% | $4,675-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $10,918 | $6,467+68.8% | $5,631+93.9% | $6,689+63.2% |
| Admin fee / account holder | $931 | $19,275-95.2% | $15,885-94.1% | $13,390-93.0% |