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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 | $31,437 | $90,397-65.2% | $76,002-58.6% | $145,959-78.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 13.09% | 621.97%-608.9pp | 360.07%-347.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,235 | $3,317-32.6% | $2,688-16.9% | $4,661-52.1% |
| Participant deferral / active EE | $3,265 | $5,163-36.8% | $4,257-23.3% | $6,689-51.2% |
| Admin fee / account holder | $511 | $8,369-93.9% | $6,414-92.0% | $13,398-96.2% |