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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 | $134,242 | $198,457-32.4% | $170,435-21.2% | $147,586-9.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 19.56% | 257.30%-237.7pp | 205.94%-186.4pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,894 | $6,183-69.4% | $5,432-65.1% | $4,876-61.2% |
| Participant deferral / active EE | $3,681 | $5,629-34.6% | $4,939-25.5% | $5,439-32.3% |
| Admin fee / account holder | $1,157 | $16,852-93.1% | $13,881-91.7% | $10,886-89.4% |