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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 | $134,797 | $176,077-23.4% | $159,455-15.5% | $167,518-19.5% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.06% | 331.83%-317.8pp | 263.63%-249.6pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,276 | $5,298-57.0% | $4,830-52.9% | $4,838-53.0% |
| Participant deferral / active EE | $4,995 | $7,751-35.6% | $7,353-32.1% | $6,342-21.2% |
| Admin fee / account holder | $1,760 | $12,556-86.0% | $10,800-83.7% | $12,312-85.7% |