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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 | $118,508 | $217,432-45.5% | $185,849-36.2% | $167,536-29.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.53% | 148.42%-135.9pp | 122.10%-109.6pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,552 | $5,875-56.6% | $5,169-50.6% | $4,839-47.3% |
| Participant deferral / active EE | $2,534 | $6,357-60.1% | $5,569-54.5% | $6,342-60.0% |
| Admin fee / account holder | $5,101 | $19,818-74.3% | $16,244-68.6% | $12,315-58.6% |