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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 | $32,568 | $166,020-80.4% | $164,866-80.2% | $145,959-77.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 97.74% | 100.08%-2.3pp | 69.97%+27.8pp | 561.95%-464.2pp |
| Employer contribution / active EE | $5,369 | $5,275+1.8% | $4,343+23.6% | $4,661+15.2% |
| Participant deferral / active EE | $4,287 | $6,961-38.4% | $6,033-28.9% | $6,689-35.9% |
| Admin fee / account holder | $432 | $16,644-97.4% | $12,689-96.6% | $13,398-96.8% |