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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 | $40,018 | $165,361-75.8% | $149,715-73.3% | $158,950-74.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 27.03% | 348.24%-321.2pp | 276.66%-249.6pp | 302.91%-275.9pp |
| Employer contribution / active EE | $1,369 | $5,103-73.2% | $4,645-70.5% | $4,762-71.3% |
| Participant deferral / active EE | $6,397 | $7,182-10.9% | $6,842-6.5% | $5,983+6.9% |
| Admin fee / account holder | $310 | $10,808-97.1% | $9,310-96.7% | $11,248-97.2% |