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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 | $154,754-64.8% | $124,206-56.2% | $138,895-60.8% |
| Participation rate | 76.5% | 75.5%+1.0pp | 69.6%+6.9pp | 79.9%-3.4pp |
| Annual return | 19.60% | 709.28%-689.7pp | 515.27%-495.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,680 | $4,446-62.2% | $3,540-52.6% | $4,194-60.0% |
| Participant deferral / active EE | $2,192 | $4,621-52.6% | $3,968-44.8% | $6,396-65.7% |
| Admin fee / account holder | $1,636 | $6,690-75.5% | $5,929-72.4% | $12,562-87.0% |