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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 | $57,459 | $103,008-44.2% | $90,304-36.4% | $152,897-62.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 25.75% | 95.22%-69.5pp | 78.13%-52.4pp | 345.43%-319.7pp |
| Employer contribution / active EE | $5,582 | $3,139+77.8% | $2,855+95.5% | $4,764+17.2% |
| Participant deferral / active EE | $6,185 | $4,281+44.5% | $3,885+59.2% | $5,851+5.7% |
| Admin fee / account holder | $807 | $6,175-86.9% | $5,354-84.9% | $11,599-93.0% |