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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 | $30,258 | $102,429-70.5% | $147,096-79.4% | $80,925-62.6% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 31.25% | 135.02%-103.8pp | 419.75%-388.5pp | 35.65%-4.4pp |
| Employer contribution / active EE | $1,740 | $3,716-53.2% | $4,936-64.8% | $2,756-36.9% |
| Participant deferral / active EE | $5,325 | $6,649-19.9% | $8,071-34.0% | $4,299+23.9% |
| Admin fee / account holder | $1,237 | $7,957-84.5% | $13,005-90.5% | $6,940-82.2% |