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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 | $68,043 | $209,425-67.5% | $178,499-61.9% | $158,966-57.2% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 19.65% | 188.80%-169.1pp | 151.10%-131.5pp | 302.95%-283.3pp |
| Employer contribution / active EE | $1,696 | $5,707-70.3% | $5,011-66.2% | $4,762-64.4% |
| Participant deferral / active EE | $3,682 | $5,955-38.2% | $5,202-29.2% | $5,983-38.5% |
| Admin fee / account holder | $628 | $17,078-96.3% | $13,986-95.5% | $11,250-94.4% |