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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 | $37,600 | $102,429-63.3% | $147,096-74.4% | $80,925-53.5% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 15.74% | 135.02%-119.3pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $4,113 | $3,716+10.7% | $4,936-16.7% | $2,756+49.2% |
| Participant deferral / active EE | $11,343 | $6,649+70.6% | $8,071+40.5% | $4,299+163.9% |
| Admin fee / account holder | $461 | $7,957-94.2% | $13,005-96.5% | $6,940-93.4% |