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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 | $46,785 | $76,368-38.7% | $67,681-30.9% | $154,746-69.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 73.7%+20.7pp | 80.7%+13.7pp |
| Annual return | 12.05% | 1066.77%-1054.7pp | 590.58%-578.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,024 | $3,151-35.8% | $2,678-24.4% | $4,379-53.8% |
| Participant deferral / active EE | $4,621 | $4,824-4.2% | $3,976+16.2% | $6,730-31.3% |
| Admin fee / account holder | $2,645 | $8,559-69.1% | $6,100-56.6% | $14,365-81.6% |