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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 | $61,260 | $198,457-69.1% | $170,435-64.1% | $147,586-58.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 29.62% | 257.30%-227.7pp | 205.94%-176.3pp | 578.59%-549.0pp |
| Employer contribution / active EE | $2,048 | $6,183-66.9% | $5,432-62.3% | $4,876-58.0% |
| Participant deferral / active EE | $2,170 | $5,629-61.5% | $4,939-56.1% | $5,439-60.1% |
| Admin fee / account holder | $561 | $16,852-96.7% | $13,881-96.0% | $10,886-94.9% |