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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 | $51,520 | $53,841-4.3% | $75,731-32.0% | $85,851-40.0% |
| Participation rate | 80.9% | 69.0%+11.8pp | 74.8%+6.0pp | 69.3%+11.5pp |
| Annual return | 15.32% | 24.54%-9.2pp | 104.65%-89.3pp | 318.63%-303.3pp |
| Employer contribution / active EE | $3,247 | $2,017+61.0% | $2,743+18.4% | $2,565+26.6% |
| Participant deferral / active EE | $7,965 | $2,895+175.2% | $3,820+108.5% | $3,952+101.5% |
| Admin fee / account holder | $7,747 | $3,340+131.9% | $3,620+114.0% | $6,261+23.7% |