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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 | $43,365 | $58,311-25.6% | $81,882-47.0% | $80,959-46.4% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.4%+12.2pp | 67.7%+16.9pp |
| Annual return | 25.86% | 41.85%-16.0pp | 779.47%-753.6pp | 35.67%-9.8pp |
| Employer contribution / active EE | $2,549 | $2,347+8.6% | $2,916-12.6% | $2,757-7.6% |
| Participant deferral / active EE | $6,296 | $3,287+91.5% | $4,323+45.6% | $4,300+46.4% |
| Admin fee / account holder | $2,388 | $4,752-49.7% | $7,360-67.5% | $6,925-65.5% |