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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 | $39,331 | $102,429-61.6% | $147,096-73.3% | $80,925-51.4% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 16.78% | 135.02%-118.2pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,602 | $3,716-3.1% | $4,936-27.0% | $2,756+30.7% |
| Participant deferral / active EE | $7,784 | $6,649+17.1% | $8,071-3.6% | $4,299+81.1% |
| Admin fee / account holder | $1,861 | $7,957-76.6% | $13,005-85.7% | $6,940-73.2% |