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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 | $50,387 | $185,856-72.9% | $170,028-70.4% | $139,456-63.9% |
| Participation rate | 76.9% | 87.8%-10.8pp | 87.0%-10.1pp | 80.3%-3.4pp |
| Annual return | 16.78% | 60.52%-43.7pp | 53.39%-36.6pp | 373.45%-356.7pp |
| Employer contribution / active EE | $2,398 | $7,593-68.4% | $6,788-64.7% | $4,753-49.6% |
| Participant deferral / active EE | $6,381 | $11,623-45.1% | $10,409-38.7% | $6,711-4.9% |
| Admin fee / account holder | $3,619 | $15,387-76.5% | $12,820-71.8% | $11,407-68.3% |