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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 | $71,946 | $121,677-40.9% | $104,625-31.2% | $158,966-54.7% |
| Participation rate | 82.6% | 77.5%+5.1pp | 74.1%+8.5pp | 82.0%+0.6pp |
| Annual return | 17.47% | 465.58%-448.1pp | 340.60%-323.1pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,334 | $3,165-57.8% | $2,681-50.2% | $4,762-72.0% |
| Participant deferral / active EE | $2,688 | $4,175-35.6% | $3,738-28.1% | $5,983-55.1% |
| Admin fee / account holder | $1,299 | $7,777-83.3% | $6,465-79.9% | $11,250-88.5% |