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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 | $34,491 | $148,623-76.8% | $135,974-74.6% | $139,466-75.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.12% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.5pp |
| Employer contribution / active EE | $2,180 | $5,246-58.5% | $4,859-55.1% | $4,754-54.2% |
| Participant deferral / active EE | $5,315 | $8,103-34.4% | $7,760-31.5% | $6,712-20.8% |
| Admin fee / account holder | $7,967 | $12,406-35.8% | $10,767-26.0% | $11,409-30.2% |