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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 | $39,212 | $183,516-78.6% | $155,534-74.8% | $145,884-73.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.28% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,403 | $5,315-54.8% | $4,675-48.6% | $4,662-48.5% |
| Participant deferral / active EE | $2,943 | $6,467-54.5% | $5,630-47.7% | $6,690-56.0% |
| Admin fee / account holder | $5,423 | $19,293-71.9% | $15,900-65.9% | $13,392-59.5% |