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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 | $100,203-75.7% | $85,240-71.5% | $145,897-83.3% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 21.46% | 84.28%-62.8pp | 66.75%-45.3pp | 552.29%-530.8pp |
| Employer contribution / active EE | $3,228 | $3,242-0.4% | $2,735+18.0% | $4,663-30.8% |
| Participant deferral / active EE | $7,428 | $5,299+40.2% | $4,527+64.1% | $6,689+11.0% |
| Admin fee / account holder | $480 | $7,265-93.4% | $6,165-92.2% | $13,390-96.4% |