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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 | $58,837 | $157,276-62.6% | $141,177-58.3% | $152,885-61.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 18.00% | 64.33%-46.3pp | 71.40%-53.4pp | 345.39%-327.4pp |
| Employer contribution / active EE | $1,667 | $5,262-68.3% | $4,736-64.8% | $4,763-65.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,132 | $12,123-82.4% | $10,263-79.2% | $11,598-81.6% |