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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 | $57,129 | $107,353-46.8% | $92,903-38.5% | $152,885-62.6% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.5%+7.0pp |
| Annual return | 28.73% | 145.62%-116.9pp | 109.43%-80.7pp | 345.39%-316.7pp |
| Employer contribution / active EE | $1,242 | $4,222-70.6% | $3,653-66.0% | $4,763-73.9% |
| Participant deferral / active EE | $4,052 | $4,848-16.4% | $4,238-4.4% | $5,851-30.7% |
| Admin fee / account holder | $1,406 | $7,081-80.1% | $5,795-75.7% | $11,598-87.9% |