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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 | $64,509 | $198,462-67.5% | $170,439-62.2% | $147,585-56.3% |
| Participation rate | 78.3% | 88.0%-9.7pp | 83.6%-5.3pp | 82.8%-4.6pp |
| Annual return | 13.51% | 257.30%-243.8pp | 205.94%-192.4pp | 578.58%-565.1pp |
| Employer contribution / active EE | $2,192 | $6,184-64.5% | $5,433-59.6% | $4,876-55.0% |
| Participant deferral / active EE | $2,940 | $5,629-47.8% | $4,939-40.5% | $5,439-46.0% |
| Admin fee / account holder | $11,050 | $16,852-34.4% | $13,881-20.4% | $10,886+1.5% |