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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 | $54,940 | $72,071-23.8% | $68,368-19.6% | $137,256-60.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 18.13% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,458 | $2,788+24.0% | $2,649+30.5% | $4,156-16.8% |
| Participant deferral / active EE | $6,301 | $4,410+42.9% | $4,123+52.8% | $6,407-1.7% |
| Admin fee / account holder | $734 | $5,336-86.3% | $5,150-85.8% | $12,270-94.0% |