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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 | $52,304 | $208,088-74.9% | $186,193-71.9% | $154,746-66.2% |
| Participation rate | 93.3% | 80.0%+13.3pp | 77.1%+16.2pp | 80.7%+12.6pp |
| Annual return | 18.06% | 89.97%-71.9pp | 78.03%-60.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $599 | $4,340-86.2% | $3,918-84.7% | $4,379-86.3% |
| Participant deferral / active EE | $4,190 | $7,078-40.8% | $6,513-35.7% | $6,730-37.7% |
| Admin fee / account holder | $5,480 | $11,698-53.2% | $11,058-50.4% | $14,365-61.9% |