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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 | $35,898 | $103,000-65.1% | $90,300-60.2% | $152,885-76.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 16.63% | 95.19%-78.6pp | 78.11%-61.5pp | 345.39%-328.8pp |
| Employer contribution / active EE | $1,782 | $3,138-43.2% | $2,854-37.6% | $4,763-62.6% |
| Participant deferral / active EE | $1,412 | $4,281-67.0% | $3,884-63.7% | $5,851-75.9% |
| Admin fee / account holder | $719 | $6,173-88.3% | $5,353-86.6% | $11,598-93.8% |