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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 | $54,156 | $72,071-24.9% | $68,368-20.8% | $137,256-60.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 19.24% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,996 | $2,788+7.4% | $2,649+13.1% | $4,156-27.9% |
| Participant deferral / active EE | $6,696 | $4,410+51.8% | $4,123+62.4% | $6,407+4.5% |
| Admin fee / account holder | $1,037 | $5,336-80.6% | $5,150-79.9% | $12,270-91.5% |