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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 | $42,294 | $70,366-39.9% | $66,674-36.6% | $138,895-69.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 17.86% | 386.41%-368.5pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,483 | $2,765-46.4% | $2,620-43.4% | $4,194-64.6% |
| Participant deferral / active EE | $1,628 | $4,374-62.8% | $4,084-60.1% | $6,396-74.6% |
| Admin fee / account holder | $8,799 | $5,262+67.2% | $5,098+72.6% | $12,562-30.0% |