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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 | $32,845 | $156,963-79.1% | $121,204-72.9% | $139,466-76.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 17.08% | 1476.75%-1459.7pp | 987.18%-970.1pp | 373.66%-356.6pp |
| Employer contribution / active EE | $5,462 | $5,544-1.5% | $4,170+31.0% | $4,754+14.9% |
| Participant deferral / active EE | $1,500 | $4,848-69.1% | $4,083-63.3% | $6,712-77.7% |
| Admin fee / account holder | $3,728 | $6,953-46.4% | $5,651-34.0% | $11,409-67.3% |