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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 | $54,548 | $61,125-10.8% | $94,057-42.0% | $87,485-37.6% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.3%+23.5pp | 68.9%+27.9pp |
| Annual return | 16.94% | 35.20%-18.3pp | 480.62%-463.7pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,759 | $2,136+29.2% | $2,933-5.9% | $2,596+6.3% |
| Participant deferral / active EE | $7,652 | $3,260+134.7% | $4,709+62.5% | $4,274+79.1% |
| Admin fee / account holder | $1,334 | $5,629-76.3% | $7,244-81.6% | $7,775-82.8% |