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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 | $72,392 | $198,462-63.5% | $170,439-57.5% | $147,585-50.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 9.44% | 257.30%-247.9pp | 205.94%-196.5pp | 578.58%-569.1pp |
| Employer contribution / active EE | $2,139 | $6,184-65.4% | $5,433-60.6% | $4,876-56.1% |
| Participant deferral / active EE | $2,282 | $5,629-59.5% | $4,939-53.8% | $5,439-58.0% |
| Admin fee / account holder | $1,779 | $16,852-89.4% | $13,881-87.2% | $10,886-83.7% |