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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 | $45,868 | $70,366-34.8% | $66,674-31.2% | $138,895-67.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.39% | 386.41%-367.0pp | 321.24%-301.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,843 | $2,765+2.8% | $2,620+8.5% | $4,194-32.2% |
| Participant deferral / active EE | $4,890 | $4,374+11.8% | $4,084+19.7% | $6,396-23.6% |
| Admin fee / account holder | $1,442 | $5,262-72.6% | $5,098-71.7% | $12,562-88.5% |