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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 | $38,917 | $125,184-68.9% | $105,607-63.1% | $145,884-73.3% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 19.98% | 225.00%-205.0pp | 116.11%-96.1pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,986 | $3,720-46.6% | $3,167-37.3% | $4,662-57.4% |
| Participant deferral / active EE | $7,449 | $5,714+30.4% | $5,011+48.7% | $6,690+11.4% |
| Admin fee / account holder | $573 | $17,133-96.7% | $10,958-94.8% | $13,392-95.7% |