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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 | $43,121 | $58,258-26.0% | $81,820-47.3% | $80,925-46.7% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.4%+7.6pp | 67.7%+12.3pp |
| Annual return | 11.59% | 41.76%-30.2pp | 777.93%-766.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,930 | $2,345+67.6% | $2,915+34.8% | $2,756+42.6% |
| Participant deferral / active EE | $1,919 | $3,284-41.6% | $4,323-55.6% | $4,299-55.4% |
| Admin fee / account holder | $1,230 | $4,976-75.3% | $7,391-83.4% | $6,940-82.3% |