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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 | $76,736 | $148,623-48.4% | $135,974-43.6% | $139,466-45.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 12.34% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,132 | $5,246-78.4% | $4,859-76.7% | $4,754-76.2% |
| Participant deferral / active EE | $6,733 | $8,103-16.9% | $7,760-13.2% | $6,712+0.3% |
| Admin fee / account holder | $1,104 | $12,406-91.1% | $10,767-89.7% | $11,409-90.3% |