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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 | $33,977 | $89,370-62.0% | $141,197-75.9% | $72,976-53.4% |
| Participation rate | 84.7% | 75.1%+9.6pp | 82.5%+2.2pp | 69.5%+15.2pp |
| Annual return | 43.70% | 111.88%-68.2pp | 71.41%-27.7pp | 81.02%-37.3pp |
| Employer contribution / active EE | $5,003 | $3,115+60.6% | $4,736+5.6% | $2,440+105.0% |
| Participant deferral / active EE | $9,931 | $5,419+83.3% | $6,710+48.0% | $3,608+175.3% |
| Admin fee / account holder | $3,347 | $5,957-43.8% | $10,265-67.4% | $5,124-34.7% |