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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 | $74,779 | $152,619-51.0% | $125,195-40.3% | $152,909-51.1% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 14.01% | 54.85%-40.8pp | 43.79%-29.8pp | 345.46%-331.5pp |
| Employer contribution / active EE | $1,118 | $4,947-77.4% | $3,866-71.1% | $4,764-76.5% |
| Participant deferral / active EE | $3,668 | $5,869-37.5% | $4,937-25.7% | $5,851-37.3% |
| Admin fee / account holder | $3,267 | $13,437-75.7% | $9,704-66.3% | $11,601-71.8% |