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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 | $47,917 | $100,895-52.5% | $90,430-47.0% | $158,950-69.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 7.45% | 1725.54%-1718.1pp | 1293.73%-1286.3pp | 302.91%-295.5pp |
| Employer contribution / active EE | $1,757 | $3,689-52.4% | $3,262-46.1% | $4,762-63.1% |
| Participant deferral / active EE | $4,547 | $4,347+4.6% | $3,963+14.8% | $5,983-24.0% |
| Admin fee / account holder | $9,826 | $6,505+51.0% | $5,613+75.0% | $11,248-12.6% |