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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 | $46,663 | $51,184-8.8% | $66,439-29.8% | $86,983-46.4% |
| Participation rate | 70.6% | 68.5%+2.1pp | 74.5%-3.9pp | 69.5%+1.0pp |
| Annual return | 15.73% | 17.07%-1.3pp | 757.66%-741.9pp | 25.83%-10.1pp |
| Employer contribution / active EE | $2,287 | $2,023+13.1% | $2,637-13.3% | $2,584-11.5% |
| Participant deferral / active EE | $4,008 | $2,927+36.9% | $3,876+3.4% | $4,194-4.4% |
| Admin fee / account holder | $6,874 | $4,154+65.5% | $6,173+11.3% | $7,856-12.5% |