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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 | $32,412 | $88,710-63.5% | $81,783-60.4% | $145,959-77.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 9.85% | 1027.26%-1017.4pp | 775.05%-765.2pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,818 | $3,083+23.8% | $2,913+31.1% | $4,661-18.1% |
| Participant deferral / active EE | $3,885 | $4,645-16.4% | $4,320-10.1% | $6,689-41.9% |
| Admin fee / account holder | $1,375 | $8,407-83.6% | $7,380-81.4% | $13,398-89.7% |