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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 | $49,040 | $49,976-1.9% | $66,674-26.4% | $82,637-40.7% |
| Participation rate | 89.3% | 63.1%+26.2pp | 73.7%+15.6pp | 68.1%+21.2pp |
| Annual return | 14.00% | 39.09%-25.1pp | 321.24%-307.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $3,636 | $1,988+82.9% | $2,620+38.8% | $2,552+42.5% |
| Participant deferral / active EE | $5,108 | $2,847+79.4% | $4,084+25.1% | $4,126+23.8% |
| Admin fee / account holder | $15,154 | $4,594+229.9% | $5,098+197.3% | $7,339+106.5% |