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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 | $33,299 | $49,976-33.4% | $66,674-50.1% | $82,637-59.7% |
| Participation rate | 98.1% | 63.1%+35.0pp | 73.7%+24.4pp | 68.1%+30.0pp |
| Annual return | 41.16% | 39.09%+2.1pp | 321.24%-280.1pp | 53.51%-12.3pp |
| Employer contribution / active EE | $4,199 | $1,988+111.2% | $2,620+60.3% | $2,552+64.5% |
| Participant deferral / active EE | $7,497 | $2,847+163.4% | $4,084+83.6% | $4,126+81.7% |
| Admin fee / account holder | $5,375 | $4,594+17.0% | $5,098+5.4% | $7,339-26.8% |