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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 | $22,891 | $23,330-1.9% | $64,489-64.5% | $82,448-72.2% |
| Participation rate | 77.1% | 68.3%+8.9pp | 67.7%+9.4pp | 68.1%+9.1pp |
| Annual return | 46.35% | 83.66%-37.3pp | 55.03%-8.7pp | 41.64%+4.7pp |
| Employer contribution / active EE | $2,080 | $824+152.4% | $1,523+36.6% | $2,551-18.4% |
| Participant deferral / active EE | $5,091 | $1,707+198.2% | $2,778+83.3% | $4,139+23.0% |
| Admin fee / account holder | $1,981 | $2,946-32.8% | $4,260-53.5% | $7,234-72.6% |