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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 | $62,861 | $154,754-59.4% | $124,206-49.4% | $138,895-54.7% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.6%+1.8pp | 79.9%-8.5pp |
| Annual return | 21.62% | 709.28%-687.7pp | 515.27%-493.7pp | 145.39%-123.8pp |
| Employer contribution / active EE | $756 | $4,446-83.0% | $3,540-78.6% | $4,194-82.0% |
| Participant deferral / active EE | $1,480 | $4,621-68.0% | $3,968-62.7% | $6,396-76.9% |
| Admin fee / account holder | $2,510 | $6,690-62.5% | $5,929-57.7% | $12,562-80.0% |