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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 | $61,767 | $226,105-72.7% | $182,540-66.2% | $152,897-59.6% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.5%-9.7pp |
| Annual return | 19.60% | 192.58%-173.0pp | 148.58%-129.0pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,681 | $4,978-66.2% | $4,076-58.8% | $4,764-64.7% |
| Participant deferral / active EE | $2,185 | $6,370-65.7% | $5,525-60.5% | $5,851-62.7% |
| Admin fee / account holder | $2,231 | $10,706-79.2% | $8,593-74.0% | $11,599-80.8% |