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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 | $121,018 | $176,402-31.4% | $134,155-9.8% | $158,950-23.9% |
| Participation rate | 94.4% | 78.7%+15.7pp | 72.2%+22.3pp | 82.0%+12.5pp |
| Annual return | 16.39% | 63.66%-47.3pp | 36.34%-20.0pp | 302.91%-286.5pp |
| Employer contribution / active EE | $484 | $5,042-90.4% | $3,705-86.9% | $4,762-89.8% |
| Participant deferral / active EE | $1,936 | $4,093-52.7% | $3,500-44.7% | $5,983-67.6% |
| Admin fee / account holder | $2,904 | $8,719-66.7% | $6,685-56.6% | $11,248-74.2% |