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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 | $38,631 | $198,457-80.5% | $170,435-77.3% | $147,586-73.8% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 17.81% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,439 | $6,183-76.7% | $5,432-73.5% | $4,876-70.5% |
| Participant deferral / active EE | $3,505 | $5,629-37.7% | $4,939-29.0% | $5,439-35.6% |
| Admin fee / account holder | $7,898 | $16,852-53.1% | $13,881-43.1% | $10,886-27.5% |