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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 | $35,230 | $108,897-67.6% | $100,378-64.9% | $145,877-75.8% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.07% | 58.17%-43.1pp | 49.41%-34.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,672 | $4,420-62.2% | $3,942-57.6% | $4,663-64.1% |
| Participant deferral / active EE | $3,255 | $8,455-61.5% | $8,087-59.8% | $6,691-51.4% |
| Admin fee / account holder | $2,179 | $9,690-77.5% | $7,899-72.4% | $13,402-83.7% |