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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 | $52,636 | $154,228-65.9% | $145,433-63.8% | $137,256-61.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 89.63% | 74.59%+15.0pp | 66.58%+23.1pp | 220.34%-130.7pp |
| Employer contribution / active EE | $1,927 | $4,804-59.9% | $4,554-57.7% | $4,156-53.6% |
| Participant deferral / active EE | $4,212 | $8,216-48.7% | $7,897-46.7% | $6,407-34.3% |
| Admin fee / account holder | $569 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |