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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 | $52,317 | $102,385-48.9% | $147,080-64.4% | $80,935-35.4% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 41.58% | 135.09%-93.5pp | 420.17%-378.6pp | 35.66%+5.9pp |
| Employer contribution / active EE | $3,528 | $3,717-5.1% | $4,933-28.5% | $2,757+28.0% |
| Participant deferral / active EE | $10,001 | $6,651+50.4% | $8,066+24.0% | $4,299+132.6% |
| Admin fee / account holder | $1,553 | $7,951-80.5% | $12,989-88.0% | $6,924-77.6% |