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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 | $79,983 | $157,304-49.2% | $141,197-43.4% | $152,909-47.7% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 23.05% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,851 | $5,263-64.8% | $4,736-60.9% | $4,764-61.2% |
| Participant deferral / active EE | $8,324 | $7,111+17.1% | $6,710+24.1% | $5,851+42.3% |
| Admin fee / account holder | $2,295 | $12,126-81.1% | $10,265-77.6% | $11,601-80.2% |