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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 | $47,916 | $111,878-57.2% | $93,727-48.9% | $145,897-67.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 16.93% | 204.28%-187.3pp | 133.83%-116.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,971 | $3,092-3.9% | $2,421+22.7% | $4,663-36.3% |
| Participant deferral / active EE | $8,112 | $4,920+64.9% | $4,417+83.7% | $6,689+21.3% |
| Admin fee / account holder | $3,811 | $10,256-62.8% | $8,292-54.0% | $13,390-71.5% |