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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 | $64,322 | $157,304-59.1% | $141,197-54.4% | $152,909-57.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 17.23% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,250 | $5,263-76.2% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,806 | $12,126-85.1% | $10,265-82.4% | $11,601-84.4% |