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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 | $50,706 | $106,923-52.6% | $84,023-39.7% | $152,909-66.8% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 15.65% | 105.02%-89.4pp | 71.32%-55.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $759 | $2,735-72.3% | $1,984-61.7% | $4,764-84.1% |
| Participant deferral / active EE | $1,484 | $4,013-63.0% | $3,239-54.2% | $5,851-74.6% |
| Admin fee / account holder | $1,138 | $8,289-86.3% | $6,102-81.3% | $11,601-90.2% |