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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 | $68,336 | $157,296-56.6% | $141,191-51.6% | $152,897-55.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 23.33% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $3,985 | $5,262-24.3% | $4,736-15.9% | $4,764-16.3% |
| Participant deferral / active EE | $8,250 | $7,111+16.0% | $6,710+23.0% | $5,851+41.0% |
| Admin fee / account holder | $1,793 | $12,125-85.2% | $10,264-82.5% | $11,599-84.5% |