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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 | $38,839 | $169,356-77.1% | $129,406-70.0% | $145,897-73.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 16.59% | 14418.62%-14402.0pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,861 | $5,542-48.4% | $4,155-31.2% | $4,663-38.6% |
| Participant deferral / active EE | $2,994 | $4,987-40.0% | $4,167-28.2% | $6,689-55.2% |
| Admin fee / account holder | $3,041 | $9,915-69.3% | $7,689-60.4% | $13,390-77.3% |