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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 | $31,276 | $185,905-83.2% | $170,057-81.6% | $139,487-77.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 25.46% | 60.56%-35.1pp | 53.42%-28.0pp | 373.84%-348.4pp |
| Employer contribution / active EE | $1,945 | $7,597-74.4% | $6,790-71.4% | $4,755-59.1% |
| Participant deferral / active EE | $4,699 | $11,627-59.6% | $10,411-54.9% | $6,713-30.0% |
| Admin fee / account holder | $2,240 | $15,397-85.4% | $12,826-82.5% | $11,407-80.4% |