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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 | $67,664 | $166,089-59.3% | $164,928-59.0% | $145,978-53.6% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 22.63% | 100.26%-77.6pp | 70.08%-47.4pp | 550.52%-527.9pp |
| Employer contribution / active EE | $2,592 | $5,276-50.9% | $4,343-40.3% | $4,662-44.4% |
| Participant deferral / active EE | $2,835 | $6,961-59.3% | $6,034-53.0% | $6,690-57.6% |
| Admin fee / account holder | $2,581 | $16,641-84.5% | $12,684-79.6% | $13,400-80.7% |