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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 | $53,832-4.3% | $75,702-31.9% | $85,854-40.0% |
| Participation rate | 80.9% | 69.1%+11.8pp | 74.8%+6.0pp | 69.3%+11.5pp |
| Annual return | 15.32% | 24.55%-9.2pp | 104.56%-89.2pp | 318.56%-303.2pp |
| Employer contribution / active EE | $3,247 | $2,018+60.9% | $2,743+18.4% | $2,565+26.6% |
| Participant deferral / active EE | $7,965 | $2,896+175.0% | $3,822+108.4% | $3,952+101.6% |
| Admin fee / account holder | $7,747 | $3,341+131.9% | $3,619+114.1% | $6,260+23.7% |