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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 | $57,023 | $209,405-72.8% | $178,486-68.1% | $158,931-64.1% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 7.19% | 188.77%-181.6pp | 151.08%-143.9pp | 302.86%-295.7pp |
| Employer contribution / active EE | $2,944 | $5,707-48.4% | $5,011-41.3% | $4,761-38.2% |
| Participant deferral / active EE | $4,398 | $5,954-26.1% | $5,202-15.4% | $5,982-26.5% |
| Admin fee / account holder | $1,361 | $17,076-92.0% | $13,985-90.3% | $11,247-87.9% |