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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 | $22,778 | $102,595-77.8% | $94,057-75.8% | $154,746-85.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 19.04% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,925 | $3,147-7.1% | $2,933-0.3% | $4,379-33.2% |
| Participant deferral / active EE | $4,995 | $5,118-2.4% | $4,709+6.1% | $6,730-25.8% |
| Admin fee / account holder | $2,856 | $7,736-63.1% | $7,244-60.6% | $14,365-80.1% |