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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 | $18,539 | $72,071-74.3% | $68,368-72.9% | $137,256-86.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 19.00% | 353.14%-334.1pp | 292.57%-273.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,567 | $2,788-43.8% | $2,649-40.8% | $4,156-62.3% |
| Participant deferral / active EE | $2,781 | $4,410-36.9% | $4,123-32.5% | $6,407-56.6% |
| Admin fee / account holder | $3,400 | $5,336-36.3% | $5,150-34.0% | $12,270-72.3% |