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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 | $61,650 | $110,093-44.0% | $97,295-36.6% | $145,897-57.7% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 14.39% | 244.76%-230.4pp | 75.62%-61.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,319 | $3,077-57.1% | $2,723-51.5% | $4,663-71.7% |
| Participant deferral / active EE | $2,372 | $4,678-49.3% | $4,264-44.4% | $6,689-64.5% |
| Admin fee / account holder | $2,075 | $6,212-66.6% | $5,646-63.3% | $13,390-84.5% |