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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 | $61,518 | $157,304-60.9% | $141,197-56.4% | $152,909-59.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 24.75% | 64.34%-39.6pp | 71.41%-46.7pp | 345.46%-320.7pp |
| Employer contribution / active EE | $17,120 | $5,263+225.3% | $4,736+261.5% | $4,764+259.4% |
| Participant deferral / active EE | $3,991 | $7,111-43.9% | $6,710-40.5% | $5,851-31.8% |
| Admin fee / account holder | $684 | $12,126-94.4% | $10,265-93.3% | $11,601-94.1% |