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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 | $43,468 | $159,934-72.8% | $147,005-70.4% | $145,959-70.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.27% | 98.24%-80.0pp | 418.76%-400.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,231 | $5,287-76.7% | $4,934-75.1% | $4,661-73.6% |
| Participant deferral / active EE | $7,445 | $8,427-11.7% | $8,070-7.7% | $6,689+11.3% |
| Admin fee / account holder | $629 | $15,053-95.8% | $13,006-95.2% | $13,398-95.3% |