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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 | $92,181 | $157,276-41.4% | $141,177-34.7% | $152,885-39.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 24.19% | 64.33%-40.1pp | 71.40%-47.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $1,216 | $5,262-76.9% | $4,736-74.3% | $4,763-74.5% |
| Participant deferral / active EE | $2,974 | $7,110-58.2% | $6,710-55.7% | $5,851-49.2% |
| Admin fee / account holder | $764 | $12,123-93.7% | $10,263-92.6% | $11,598-93.4% |