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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 | $38,918 | $105,198-63.0% | $159,455-75.6% | $85,856-54.7% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.8%+2.1pp | 69.3%+15.6pp |
| Annual return | 19.19% | 45.08%-25.9pp | 263.63%-244.4pp | 318.58%-299.4pp |
| Employer contribution / active EE | $705 | $3,319-78.8% | $4,830-85.4% | $2,565-72.5% |
| Participant deferral / active EE | $5,521 | $5,946-7.1% | $7,353-24.9% | $3,952+39.7% |
| Admin fee / account holder | $552 | $6,934-92.0% | $10,800-94.9% | $6,261-91.2% |