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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 | $67,307 | $183,539-63.3% | $155,556-56.7% | $145,897-53.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.15% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,543 | $5,315-71.0% | $4,675-67.0% | $4,663-66.9% |
| Participant deferral / active EE | $3,323 | $6,467-48.6% | $5,631-41.0% | $6,689-50.3% |
| Admin fee / account holder | $6,466 | $19,275-66.5% | $15,885-59.3% | $13,390-51.7% |