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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 | $48,629 | $81,487-40.3% | $102,412-52.5% | $80,935-39.9% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.3pp | 67.7%+15.1pp |
| Annual return | 174.11% | 25.60%+148.5pp | 24.94%+149.2pp | 35.66%+138.5pp |
| Employer contribution / active EE | $1,584 | $3,103-49.0% | $3,870-59.1% | $2,757-42.6% |
| Participant deferral / active EE | $3,611 | $3,871-6.7% | $5,060-28.6% | $4,299-16.0% |
| Admin fee / account holder | $2,727 | $6,717-59.4% | $8,388-67.5% | $6,924-60.6% |