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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 | $62,040 | $755,339-91.8% | $379,746-83.7% | $158,966-61.0% |
| Participation rate | 70.6% | 81.8%-11.2pp | 78.4%-7.8pp | 82.0%-11.4pp |
| Annual return | 26.25% | 53.41%-27.2pp | 34.90%-8.7pp | 302.95%-276.7pp |
| Employer contribution / active EE | $2,250 | $4,685-52.0% | $3,540-36.4% | $4,762-52.7% |
| Participant deferral / active EE | $7,020 | $7,938-11.6% | $6,024+16.5% | $5,983+17.3% |
| Admin fee / account holder | $14,044 | $14,482-3.0% | $7,927+77.2% | $11,250+24.8% |