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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 | $37,617 | $99,652-62.3% | $78,778-52.2% | $147,586-74.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 16.88% | 47.28%-30.4pp | 35.62%-18.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,226 | $2,796-20.4% | $1,986+12.1% | $4,876-54.3% |
| Participant deferral / active EE | $4,424 | $3,664+20.7% | $2,958+49.5% | $5,439-18.7% |
| Admin fee / account holder | $351 | $7,155-95.1% | $5,134-93.2% | $10,886-96.8% |