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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 | $54,453 | $167,030-67.4% | $135,768-59.9% | $155,188-64.9% |
| Participation rate | 76.5% | 76.2%+0.3pp | 71.1%+5.4pp | 80.8%-4.3pp |
| Annual return | 19.60% | 678.39%-658.8pp | 526.10%-506.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,680 | $4,132-59.4% | $3,394-50.5% | $4,248-60.5% |
| Participant deferral / active EE | $2,192 | $4,528-51.6% | $3,977-44.9% | $6,531-66.4% |
| Admin fee / account holder | $1,636 | $8,172-80.0% | $7,048-76.8% | $14,480-88.7% |