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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 | $25,264 | $58,258-56.6% | $81,820-69.1% | $80,925-68.8% |
| Participation rate | 86.5% | 63.5%+23.0pp | 72.4%+14.1pp | 67.7%+18.8pp |
| Annual return | 14.45% | 41.76%-27.3pp | 777.93%-763.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $6,260 | $2,345+166.9% | $2,915+114.8% | $2,756+127.1% |
| Participant deferral / active EE | $2,925 | $3,284-10.9% | $4,323-32.3% | $4,299-32.0% |
| Admin fee / account holder | $928 | $4,976-81.4% | $7,391-87.4% | $6,940-86.6% |