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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 | $18,876 | $175,259-89.2% | $149,723-87.4% | $139,487-86.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 18.74% | 166.82%-148.1pp | 134.50%-115.8pp | 373.84%-355.1pp |
| Employer contribution / active EE | $1,124 | $5,478-79.5% | $4,821-76.7% | $4,755-76.4% |
| Participant deferral / active EE | $4,778 | $6,522-26.7% | $5,682-15.9% | $6,713-28.8% |
| Admin fee / account holder | $2,186 | $16,158-86.5% | $13,215-83.5% | $11,407-80.8% |