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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 | $52,988 | $198,461-73.3% | $170,436-68.9% | $147,585-64.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.03% | 257.30%-240.3pp | 205.94%-188.9pp | 578.57%-561.5pp |
| Employer contribution / active EE | $1,654 | $6,184-73.3% | $5,433-69.6% | $4,876-66.1% |
| Participant deferral / active EE | $2,535 | $5,629-55.0% | $4,939-48.7% | $5,439-53.4% |
| Admin fee / account holder | $910 | $16,852-94.6% | $13,880-93.4% | $10,885-91.6% |