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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 | $88,047 | $125,190-29.7% | $105,624-16.6% | $145,897-39.7% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.8pp | 80.3%-8.9pp |
| Annual return | 11.67% | 225.22%-213.6pp | 116.20%-104.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,268 | $3,720-65.9% | $3,168-60.0% | $4,663-72.8% |
| Participant deferral / active EE | $5,634 | $5,716-1.4% | $5,013+12.4% | $6,689-15.8% |
| Admin fee / account holder | $3,553 | $17,138-79.3% | $10,961-67.6% | $13,390-73.5% |