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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 | $51,469 | $51,638-0.3% | $68,368-24.7% | $82,448-37.6% |
| Participation rate | 80.5% | 63.6%+16.9pp | 73.8%+6.7pp | 68.1%+12.4pp |
| Annual return | 14.06% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,598 | $2,047+75.8% | $2,649+35.8% | $2,551+41.1% |
| Participant deferral / active EE | $2,175 | $2,914-25.4% | $4,123-47.2% | $4,139-47.5% |
| Admin fee / account holder | $2,435 | $4,643-47.6% | $5,150-52.7% | $7,234-66.3% |