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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 | $166,242-80.4% | $165,071-80.3% | $145,884-77.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 97.74% | 100.44%-2.7pp | 70.17%+27.6pp | 551.85%-454.1pp |
| Employer contribution / active EE | $5,369 | $5,283+1.6% | $4,347+23.5% | $4,662+15.2% |
| Participant deferral / active EE | $4,287 | $6,964-38.4% | $6,035-29.0% | $6,690-35.9% |
| Admin fee / account holder | $432 | $16,658-97.4% | $12,695-96.6% | $13,392-96.8% |