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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 | $58,286 | $105,200-44.6% | $159,474-63.5% | $85,847-32.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 18.17% | 45.08%-26.9pp | 263.68%-245.5pp | 318.61%-300.4pp |
| Employer contribution / active EE | $3,740 | $3,319+12.7% | $4,831-22.6% | $2,565+45.8% |
| Participant deferral / active EE | $10,226 | $5,946+72.0% | $7,353+39.1% | $3,952+158.7% |
| Admin fee / account holder | $6,443 | $6,934-7.1% | $10,802-40.4% | $6,261+2.9% |