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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 | $48,703 | $72,071-32.4% | $68,368-28.8% | $137,256-64.5% |
| Participation rate | 70.8% | 76.2%-5.4pp | 73.8%-2.9pp | 80.0%-9.1pp |
| Annual return | 21.57% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,386 | $2,788-50.3% | $2,649-47.7% | $4,156-66.7% |
| Participant deferral / active EE | $3,236 | $4,410-26.6% | $4,123-21.5% | $6,407-49.5% |
| Admin fee / account holder | $522 | $5,336-90.2% | $5,150-89.9% | $12,270-95.7% |