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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 | $75,224 | $202,460-62.8% | $169,385-55.6% | $139,456-46.1% |
| Participation rate | 72.7% | 81.1%-8.4pp | 77.2%-4.4pp | 80.3%-7.6pp |
| Annual return | 18.77% | 532.07%-513.3pp | 405.82%-387.1pp | 373.45%-354.7pp |
| Employer contribution / active EE | $3,882 | $4,691-17.2% | $4,012-3.2% | $4,753-18.3% |
| Participant deferral / active EE | $9,947 | $6,938+43.4% | $6,221+59.9% | $6,711+48.2% |
| Admin fee / account holder | $2,757 | $10,719-74.3% | $9,011-69.4% | $11,407-75.8% |