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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 | $30,571 | $107,368-71.5% | $92,915-67.1% | $152,909-80.0% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.5%+1.8pp |
| Annual return | 18.99% | 145.64%-126.7pp | 109.45%-90.5pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,888 | $4,222-55.3% | $3,653-48.3% | $4,764-60.4% |
| Participant deferral / active EE | $3,539 | $4,848-27.0% | $4,238-16.5% | $5,851-39.5% |
| Admin fee / account holder | $2,019 | $7,082-71.5% | $5,796-65.2% | $11,601-82.6% |