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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 | $47,751 | $132,634-64.0% | $115,768-58.8% | $137,256-65.2% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.4%+20.1pp | 80.0%+14.5pp |
| Annual return | 16.07% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,611 | $3,360+96.8% | $2,940+124.9% | $4,156+59.1% |
| Participant deferral / active EE | $2,378 | $5,619-57.7% | $4,917-51.6% | $6,407-62.9% |
| Admin fee / account holder | $3,192 | $15,028-78.8% | $12,439-74.3% | $12,270-74.0% |