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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 | $48,914 | $69,248-29.4% | $64,101-23.7% | $139,466-64.9% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 18.09% | 45.95%-27.9pp | 33.72%-15.6pp | 373.66%-355.6pp |
| Employer contribution / active EE | $5,403 | $3,185+69.7% | $2,749+96.6% | $4,754+13.7% |
| Participant deferral / active EE | $5,403 | $4,682+15.4% | $3,881+39.2% | $6,712-19.5% |
| Admin fee / account holder | $15,976 | $4,247+276.1% | $3,070+420.4% | $11,409+40.0% |