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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 | $65,244 | $102,429-36.3% | $147,096-55.6% | $80,925-19.4% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 15.48% | 135.02%-119.5pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $4,411 | $3,716+18.7% | $4,936-10.6% | $2,756+60.0% |
| Participant deferral / active EE | $8,419 | $6,649+26.6% | $8,071+4.3% | $4,299+95.9% |
| Admin fee / account holder | $1,275 | $7,957-84.0% | $13,005-90.2% | $6,940-81.6% |