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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 | $84,973 | $183,592-53.7% | $155,574-45.4% | $145,877-41.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.29% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,397 | $5,317-54.9% | $4,676-48.7% | $4,663-48.6% |
| Participant deferral / active EE | $2,453 | $6,466-62.1% | $5,629-56.4% | $6,691-63.3% |
| Admin fee / account holder | $1,007 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |