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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 | $50,927 | $102,595-50.4% | $94,057-45.9% | $154,746-67.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 15.68% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,391 | $3,147-55.8% | $2,933-52.6% | $4,379-68.2% |
| Participant deferral / active EE | $3,668 | $5,118-28.3% | $4,709-22.1% | $6,730-45.5% |
| Admin fee / account holder | $1,725 | $7,736-77.7% | $7,244-76.2% | $14,365-88.0% |