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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 | $78,745 | $160,028-50.8% | $147,080-46.5% | $145,884-46.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.53% | 98.60%-85.1pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,826 | $5,286-65.4% | $4,933-63.0% | $4,662-60.8% |
| Participant deferral / active EE | $8,492 | $8,422+0.8% | $8,066+5.3% | $6,690+26.9% |
| Admin fee / account holder | $1,542 | $15,030-89.7% | $12,989-88.1% | $13,392-88.5% |