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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 | $68,815 | $175,259-60.7% | $149,723-54.0% | $139,487-50.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.37% | 166.82%-148.5pp | 134.50%-116.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,213 | $5,478-77.9% | $4,821-74.8% | $4,755-74.5% |
| Participant deferral / active EE | $4,312 | $6,522-33.9% | $5,682-24.1% | $6,713-35.8% |
| Admin fee / account holder | $1,846 | $16,158-88.6% | $13,215-86.0% | $11,407-83.8% |