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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 | $35,230 | $108,942-67.7% | $100,415-64.9% | $145,897-75.9% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.07% | 58.27%-43.2pp | 49.47%-34.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,672 | $4,422-62.2% | $3,943-57.6% | $4,663-64.1% |
| Participant deferral / active EE | $3,255 | $8,461-61.5% | $8,091-59.8% | $6,689-51.3% |
| Admin fee / account holder | $2,179 | $9,702-77.5% | $7,906-72.4% | $13,390-83.7% |