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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 | $45,272 | $70,366-35.7% | $66,674-32.1% | $138,895-67.4% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 14.62% | 386.41%-371.8pp | 321.24%-306.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,270 | $2,765-17.9% | $2,620-13.4% | $4,194-45.9% |
| Participant deferral / active EE | $8,104 | $4,374+85.3% | $4,084+98.4% | $6,396+26.7% |
| Admin fee / account holder | $15,166 | $5,262+188.2% | $5,098+197.5% | $12,562+20.7% |