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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 | $71,348 | $102,429-30.3% | $147,096-51.5% | $80,925-11.8% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 25.09% | 135.02%-109.9pp | 419.75%-394.7pp | 35.65%-10.6pp |
| Employer contribution / active EE | $2,949 | $3,716-20.6% | $4,936-40.2% | $2,756+7.0% |
| Participant deferral / active EE | $10,315 | $6,649+55.2% | $8,071+27.8% | $4,299+140.0% |
| Admin fee / account holder | $441 | $7,957-94.5% | $13,005-96.6% | $6,940-93.6% |