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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 | $57,269 | $154,754-63.0% | $124,206-53.9% | $138,895-58.8% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.6%+12.2pp | 79.9%+1.9pp |
| Annual return | 15.36% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,053 | $4,446-53.8% | $3,540-42.0% | $4,194-51.1% |
| Participant deferral / active EE | $2,571 | $4,621-44.4% | $3,968-35.2% | $6,396-59.8% |
| Admin fee / account holder | $2,121 | $6,690-68.3% | $5,929-64.2% | $12,562-83.1% |