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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 | $48,126 | $198,462-75.8% | $170,439-71.8% | $147,585-67.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.43% | 257.30%-243.9pp | 205.94%-192.5pp | 578.58%-565.2pp |
| Employer contribution / active EE | $2,083 | $6,184-66.3% | $5,433-61.7% | $4,876-57.3% |
| Participant deferral / active EE | $2,050 | $5,629-63.6% | $4,939-58.5% | $5,439-62.3% |
| Admin fee / account holder | $916 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |