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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 | $56,841 | $93,345-39.1% | $119,126-52.3% | $87,485-35.0% |
| Participation rate | 88.9% | 68.7%+20.2pp | 75.8%+13.1pp | 68.9%+20.0pp |
| Annual return | 13.58% | 19.08%-5.5pp | 282.11%-268.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,033 | $3,172-35.9% | $4,034-49.6% | $2,596-21.7% |
| Participant deferral / active EE | $4,050 | $4,099-1.2% | $5,318-23.8% | $4,274-5.2% |
| Admin fee / account holder | $2,824 | $8,039-64.9% | $10,693-73.6% | $7,775-63.7% |