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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 | $65,483 | $165,399-60.4% | $149,745-56.3% | $158,982-58.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.10% | 348.34%-329.2pp | 276.72%-257.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $2,846 | $5,105-44.3% | $4,646-38.7% | $4,763-40.3% |
| Participant deferral / active EE | $6,475 | $7,183-9.9% | $6,843-5.4% | $5,983+8.2% |
| Admin fee / account holder | $765 | $10,811-92.9% | $9,312-91.8% | $11,252-93.2% |