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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 | $50,175 | $106,267-52.8% | $96,520-48.0% | $139,456-64.0% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 12.22% | 38.45%-26.2pp | 35.72%-23.5pp | 373.45%-361.2pp |
| Employer contribution / active EE | $8,389 | $4,105+104.4% | $3,739+124.4% | $4,753+76.5% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $748 | $7,882-90.5% | $6,733-88.9% | $11,407-93.4% |