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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 | $60,010 | $175,259-65.8% | $149,723-59.9% | $139,487-57.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.14% | 166.82%-148.7pp | 134.50%-116.4pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,635 | $5,478-70.1% | $4,821-66.1% | $4,755-65.6% |
| Participant deferral / active EE | $3,977 | $6,522-39.0% | $5,682-30.0% | $6,713-40.8% |
| Admin fee / account holder | $1,135 | $16,158-93.0% | $13,215-91.4% | $11,407-90.0% |