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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 | $59,379 | $183,592-67.7% | $155,574-61.8% | $145,877-59.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.86% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,814 | $5,317-47.1% | $4,676-39.8% | $4,663-39.6% |
| Participant deferral / active EE | $5,045 | $6,466-22.0% | $5,629-10.4% | $6,691-24.6% |
| Admin fee / account holder | $8,492 | $19,316-56.0% | $15,914-46.6% | $13,402-36.6% |