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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 | $102,595-55.9% | $94,057-51.9% | $154,746-70.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 14.62% | 583.42%-568.8pp | 480.62%-466.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,270 | $3,147-27.9% | $2,933-22.6% | $4,379-48.2% |
| Participant deferral / active EE | $8,104 | $5,118+58.3% | $4,709+72.1% | $6,730+20.4% |
| Admin fee / account holder | $15,166 | $7,736+96.0% | $7,244+109.3% | $14,365+5.6% |