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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 | $77,623 | $232,540-66.6% | $185,117-58.1% | $147,586-47.4% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 82.8%-12.8pp |
| Annual return | 16.35% | 43.03%-26.7pp | 40.50%-24.1pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,346 | $5,195-74.1% | $4,182-67.8% | $4,876-72.4% |
| Participant deferral / active EE | $1,663 | $5,834-71.5% | $5,045-67.0% | $5,439-69.4% |
| Admin fee / account holder | $5,893 | $10,275-42.6% | $8,159-27.8% | $10,886-45.9% |