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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 | $53,921 | $99,652-45.9% | $78,778-31.6% | $147,586-63.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 15.43% | 47.28%-31.9pp | 35.62%-20.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,625 | $2,796-6.1% | $1,986+32.2% | $4,876-46.2% |
| Participant deferral / active EE | $7,422 | $3,664+102.6% | $2,958+150.9% | $5,439+36.5% |
| Admin fee / account holder | $1,998 | $7,155-72.1% | $5,134-61.1% | $10,886-81.6% |