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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 | $70,366-30.8% | $66,674-27.0% | $138,895-64.9% |
| Participation rate | 70.8% | 76.2%-5.3pp | 73.7%-2.8pp | 79.9%-9.1pp |
| Annual return | 21.57% | 386.41%-364.8pp | 321.24%-299.7pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,386 | $2,765-49.9% | $2,620-47.1% | $4,194-67.0% |
| Participant deferral / active EE | $3,236 | $4,374-26.0% | $4,084-20.8% | $6,396-49.4% |
| Admin fee / account holder | $522 | $5,262-90.1% | $5,098-89.8% | $12,562-95.8% |