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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 | $169,336-77.1% | $129,384-70.0% | $145,884-73.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 16.59% | 14408.70%-14392.1pp | 9461.77%-9445.2pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,861 | $5,540-48.4% | $4,153-31.1% | $4,662-38.6% |
| Participant deferral / active EE | $2,994 | $4,985-39.9% | $4,166-28.1% | $6,690-55.2% |
| Admin fee / account holder | $3,041 | $9,912-69.3% | $7,686-60.4% | $13,392-77.3% |