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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 | $50,049 | $107,353-53.4% | $92,903-46.1% | $152,885-67.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 19.75% | 145.62%-125.9pp | 109.43%-89.7pp | 345.39%-325.6pp |
| Employer contribution / active EE | $1,908 | $4,222-54.8% | $3,653-47.8% | $4,763-60.0% |
| Participant deferral / active EE | $3,743 | $4,848-22.8% | $4,238-11.7% | $5,851-36.0% |
| Admin fee / account holder | $827 | $7,081-88.3% | $5,795-85.7% | $11,598-92.9% |