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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 | $106,401 | $160,028-33.5% | $147,080-27.7% | $145,884-27.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.54% | 98.60%-87.1pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,002 | $5,286-43.2% | $4,933-39.2% | $4,662-35.6% |
| Participant deferral / active EE | $3,366 | $8,422-60.0% | $8,066-58.3% | $6,690-49.7% |
| Admin fee / account holder | $1,309 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |