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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 | $34,097 | $183,592-81.4% | $155,574-78.1% | $145,877-76.6% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 29.87% | 61.37%-31.5pp | 64.87%-35.0pp | 551.28%-521.4pp |
| Employer contribution / active EE | $1,159 | $5,317-78.2% | $4,676-75.2% | $4,663-75.2% |
| Participant deferral / active EE | $5,026 | $6,466-22.3% | $5,629-10.7% | $6,691-24.9% |
| Admin fee / account holder | $635 | $19,316-96.7% | $15,914-96.0% | $13,402-95.3% |