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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 | $40,245 | $181,062-77.8% | $158,223-74.6% | $155,188-74.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 14.62% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,318 | $4,565-71.1% | $4,109-67.9% | $4,248-69.0% |
| Participant deferral / active EE | $3,806 | $6,134-38.0% | $5,467-30.4% | $6,531-41.7% |
| Admin fee / account holder | $10,971 | $18,825-41.7% | $16,047-31.6% | $14,480-24.2% |