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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 | $118,782 | $175,257-32.2% | $149,717-20.7% | $139,456-14.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 13.74% | 166.70%-153.0pp | 134.41%-120.7pp | 373.45%-359.7pp |
| Employer contribution / active EE | $2,105 | $5,477-61.6% | $4,820-56.3% | $4,753-55.7% |
| Participant deferral / active EE | $8,307 | $6,521+27.4% | $5,682+46.2% | $6,711+23.8% |
| Admin fee / account holder | $4,572 | $16,156-71.7% | $13,213-65.4% | $11,407-59.9% |