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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 | $50,914 | $157,304-67.6% | $141,197-63.9% | $152,909-66.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 23.83% | 64.34%-40.5pp | 71.41%-47.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,594 | $5,263-69.7% | $4,736-66.3% | $4,764-66.5% |
| Participant deferral / active EE | $5,350 | $7,111-24.8% | $6,710-20.3% | $5,851-8.6% |
| Admin fee / account holder | $401 | $12,126-96.7% | $10,265-96.1% | $11,601-96.5% |