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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 | $111,785-57.1% | $93,669-48.8% | $145,877-67.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 16.93% | 203.79%-186.9pp | 133.59%-116.7pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,971 | $3,096-4.0% | $2,424+22.6% | $4,663-36.3% |
| Participant deferral / active EE | $8,112 | $4,919+64.9% | $4,416+83.7% | $6,691+21.2% |
| Admin fee / account holder | $3,811 | $10,256-62.8% | $8,291-54.0% | $13,402-71.6% |