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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 | $72,493 | $105,210-31.1% | $159,487-54.5% | $85,851-15.6% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 36.75% | 45.08%-8.3pp | 263.71%-227.0pp | 318.63%-281.9pp |
| Employer contribution / active EE | $2,448 | $3,319-26.3% | $4,831-49.3% | $2,565-4.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,422 | $6,934-79.5% | $10,804-86.8% | $6,261-77.3% |