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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 | $61,414 | $154,228-60.2% | $145,433-57.8% | $137,256-55.3% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 129.54% | 74.59%+55.0pp | 66.58%+63.0pp | 220.34%-90.8pp |
| Employer contribution / active EE | $3,813 | $4,804-20.6% | $4,554-16.3% | $4,156-8.2% |
| Participant deferral / active EE | $9,319 | $8,216+13.4% | $7,897+18.0% | $6,407+45.5% |
| Admin fee / account holder | $5,345 | $14,344-62.7% | $13,129-59.3% | $12,270-56.4% |