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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 | $117,478 | $232,540-49.5% | $185,117-36.5% | $147,586-20.4% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 19.85% | 43.03%-23.2pp | 40.50%-20.6pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,997 | $5,195-61.6% | $4,182-52.2% | $4,876-59.0% |
| Participant deferral / active EE | $4,476 | $5,834-23.3% | $5,045-11.3% | $5,439-17.7% |
| Admin fee / account holder | $1,439 | $10,275-86.0% | $8,159-82.4% | $10,886-86.8% |