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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 | $56,685 | $202,342-72.0% | $172,752-67.2% | $152,897-62.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 20.91% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,779 | $5,858-69.6% | $5,144-65.4% | $4,764-62.7% |
| Participant deferral / active EE | $3,169 | $5,948-46.7% | $5,198-39.0% | $5,851-45.8% |
| Admin fee / account holder | $2,263 | $17,111-86.8% | $13,955-83.8% | $11,599-80.5% |