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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 | $180,749-71.1% | $160,784-67.5% | $137,256-61.9% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 18.06% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $599 | $4,155-85.6% | $3,733-84.0% | $4,156-85.6% |
| Participant deferral / active EE | $4,190 | $6,844-38.8% | $6,293-33.4% | $6,407-34.6% |
| Admin fee / account holder | $5,480 | $10,397-47.3% | $9,717-43.6% | $12,270-55.3% |