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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 | $21,101 | $111,535-81.1% | $105,223-79.9% | $137,256-84.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 36.12% | 237.85%-201.7pp | 180.65%-144.5pp | 220.34%-184.2pp |
| Employer contribution / active EE | $4,700 | $3,939+19.3% | $3,689+27.4% | $4,156+13.1% |
| Participant deferral / active EE | $5,430 | $5,500-1.3% | $5,072+7.1% | $6,407-15.3% |
| Admin fee / account holder | $2,842 | $9,721-70.8% | $8,859-67.9% | $12,270-76.8% |