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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 | $119,254 | $157,304-24.2% | $141,197-15.5% | $152,909-22.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 16.86% | 64.34%-47.5pp | 71.41%-54.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $1,447 | $5,263-72.5% | $4,736-69.5% | $4,764-69.6% |
| Participant deferral / active EE | $3,321 | $7,111-53.3% | $6,710-50.5% | $5,851-43.3% |
| Admin fee / account holder | $7,163 | $12,126-40.9% | $10,265-30.2% | $11,601-38.3% |