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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 | $89,259-43.6% | $107,187-53.0% | $82,637-39.1% |
| Participation rate | 95.9% | 67.9%+28.0pp | 75.0%+20.9pp | 68.1%+27.8pp |
| Annual return | 20.07% | 21.02%-1.0pp | 204.55%-184.5pp | 53.51%-33.4pp |
| Employer contribution / active EE | $4,234 | $3,080+37.5% | $3,782+12.0% | $2,552+65.9% |
| Participant deferral / active EE | $11,152 | $4,037+176.2% | $5,096+118.8% | $4,126+170.3% |
| Admin fee / account holder | $3,943 | $7,381-46.6% | $9,162-57.0% | $7,339-46.3% |