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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 | $34,883 | $185,856-81.2% | $170,028-79.5% | $139,456-75.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 29.87% | 60.52%-30.7pp | 53.39%-23.5pp | 373.45%-343.6pp |
| Employer contribution / active EE | $1,703 | $7,593-77.6% | $6,788-74.9% | $4,753-64.2% |
| Participant deferral / active EE | $6,549 | $11,623-43.7% | $10,409-37.1% | $6,711-2.4% |
| Admin fee / account holder | $2,024 | $15,387-86.8% | $12,820-84.2% | $11,407-82.3% |