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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 | $43,780 | $65,434-33.1% | $98,483-55.5% | $85,847-49.0% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.3%+25.1pp |
| Annual return | 15.75% | 21.75%-6.0pp | 1494.38%-1478.6pp | 318.61%-302.9pp |
| Employer contribution / active EE | $3,485 | $2,169+60.7% | $2,961+17.7% | $2,565+35.9% |
| Participant deferral / active EE | $2,031 | $3,168-35.9% | $4,276-52.5% | $3,952-48.6% |
| Admin fee / account holder | $2,118 | $4,595-53.9% | $5,953-64.4% | $6,261-66.2% |