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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 | $65,201 | $157,296-58.5% | $141,191-53.8% | $152,897-57.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 15.87% | 64.34%-48.5pp | 71.41%-55.5pp | 345.43%-329.6pp |
| Employer contribution / active EE | $2,358 | $5,262-55.2% | $4,736-50.2% | $4,764-50.5% |
| Participant deferral / active EE | $4,284 | $7,111-39.8% | $6,710-36.2% | $5,851-26.8% |
| Admin fee / account holder | $907 | $12,125-92.5% | $10,264-91.2% | $11,599-92.2% |