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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 | $164,021 | $108,897+50.6% | $100,378+63.4% | $145,877+12.4% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 16.90% | 58.17%-41.3pp | 49.41%-32.5pp | 551.28%-534.4pp |
| Employer contribution / active EE | $488 | $4,420-89.0% | $3,942-87.6% | $4,663-89.5% |
| Participant deferral / active EE | $6,814 | $8,455-19.4% | $8,087-15.7% | $6,691+1.8% |
| Admin fee / account holder | $4,127 | $9,690-57.4% | $7,899-47.7% | $13,402-69.2% |