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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 | $63,627 | $84,708-24.9% | $75,714-16.0% | $167,536-62.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 16.46% | 199.62%-183.2pp | 104.62%-88.2pp | 478.82%-462.4pp |
| Employer contribution / active EE | $4,344 | $3,231+34.4% | $2,744+58.3% | $4,839-10.2% |
| Participant deferral / active EE | $6,641 | $4,577+45.1% | $3,820+73.8% | $6,342+4.7% |
| Admin fee / account holder | $4,666 | $5,358-12.9% | $3,619+28.9% | $12,315-62.1% |