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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 | $58,241-56.6% | $81,780-69.1% | $80,911-68.8% |
| Participation rate | 86.5% | 63.4%+23.0pp | 72.4%+14.1pp | 67.6%+18.8pp |
| Annual return | 14.45% | 41.73%-27.3pp | 776.27%-761.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $6,260 | $2,343+167.1% | $2,914+114.8% | $2,756+127.2% |
| Participant deferral / active EE | $2,925 | $3,283-10.9% | $4,321-32.3% | $4,297-31.9% |
| Admin fee / account holder | $928 | $4,973-81.3% | $7,384-87.4% | $6,935-86.6% |