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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 | $72,329 | $76,407-5.3% | $150,298-51.9% | $82,448-12.3% |
| Participation rate | 72.4% | 66.4%+6.0pp | 77.8%-5.3pp | 68.1%+4.3pp |
| Annual return | 189.86% | 39.99%+149.9pp | 62.79%+127.1pp | 41.64%+148.2pp |
| Employer contribution / active EE | $1,547 | $2,614-40.8% | $4,154-62.8% | $2,551-39.3% |
| Participant deferral / active EE | $3,372 | $3,214+4.9% | $5,453-38.2% | $4,139-18.5% |
| Admin fee / account holder | $2,238 | $6,352-64.8% | $14,116-84.1% | $7,234-69.1% |