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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 | $127,090 | $217,432-41.5% | $185,849-31.6% | $167,536-24.1% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 27.21% | 148.42%-121.2pp | 122.10%-94.9pp | 478.82%-451.6pp |
| Employer contribution / active EE | $1,257 | $5,875-78.6% | $5,169-75.7% | $4,839-74.0% |
| Participant deferral / active EE | $2,955 | $6,357-53.5% | $5,569-46.9% | $6,342-53.4% |
| Admin fee / account holder | $1,018 | $19,818-94.9% | $16,244-93.7% | $12,315-91.7% |