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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 | $50,326 | $88,672-43.2% | $105,223-52.2% | $82,448-39.0% |
| Participation rate | 95.9% | 67.9%+28.0pp | 75.0%+20.8pp | 68.1%+27.8pp |
| Annual return | 20.07% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $4,234 | $3,048+38.9% | $3,689+14.8% | $2,551+66.0% |
| Participant deferral / active EE | $11,152 | $4,036+176.3% | $5,072+119.9% | $4,139+169.4% |
| Admin fee / account holder | $3,943 | $7,146-44.8% | $8,859-55.5% | $7,234-45.5% |