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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 | $98,520 | $118,708-17.0% | $98,920-0.4% | $158,982-38.0% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.6pp |
| Annual return | 28.42% | 372.49%-344.1pp | 196.47%-168.1pp | 302.99%-274.6pp |
| Employer contribution / active EE | $1,705 | $3,334-48.9% | $2,689-36.6% | $4,763-64.2% |
| Participant deferral / active EE | $3,183 | $5,089-37.4% | $4,245-25.0% | $5,983-46.8% |
| Admin fee / account holder | $985 | $10,134-90.3% | $6,643-85.2% | $11,252-91.2% |