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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 | $24,301 | $99,921-75.7% | $85,009-71.4% | $145,959-83.4% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 21.46% | 83.89%-62.4pp | 66.47%-45.0pp | 561.95%-540.5pp |
| Employer contribution / active EE | $3,228 | $3,233-0.1% | $2,728+18.3% | $4,661-30.7% |
| Participant deferral / active EE | $7,428 | $5,293+40.3% | $4,522+64.3% | $6,689+11.1% |
| Admin fee / account holder | $480 | $7,252-93.4% | $6,153-92.2% | $13,398-96.4% |