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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 | $58,659 | $58,258+0.7% | $81,820-28.3% | $80,925-27.5% |
| Participation rate | 94.7% | 63.5%+31.3pp | 72.4%+22.4pp | 67.7%+27.1pp |
| Annual return | 15.74% | 41.76%-26.0pp | 777.93%-762.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $4,055 | $2,345+72.9% | $2,915+39.1% | $2,756+47.1% |
| Participant deferral / active EE | $5,315 | $3,284+61.9% | $4,323+23.0% | $4,299+23.6% |
| Admin fee / account holder | $3,709 | $4,976-25.5% | $7,391-49.8% | $6,940-46.6% |