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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 | $55,350 | $148,582-62.7% | $135,942-59.3% | $139,456-60.3% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 17.91% | 79.26%-61.3pp | 68.28%-50.4pp | 373.45%-355.5pp |
| Employer contribution / active EE | $1,284 | $5,245-75.5% | $4,858-73.6% | $4,753-73.0% |
| Participant deferral / active EE | $4,461 | $8,101-44.9% | $7,759-42.5% | $6,711-33.5% |
| Admin fee / account holder | $1,764 | $12,402-85.8% | $10,764-83.6% | $11,407-84.5% |