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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 | $35,916 | $67,823-47.0% | $52,425-31.5% | $137,256-73.8% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 15.45% | 219.11%-203.7pp | 302.12%-286.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,520 | $1,163+288.7% | $914+394.5% | $4,156+8.8% |
| Participant deferral / active EE | $3,333 | $2,288+45.7% | $1,790+86.2% | $6,407-48.0% |
| Admin fee / account holder | $447 | $2,844-84.3% | $2,495-82.1% | $12,270-96.4% |