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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 | $48,398 | $61,125-20.8% | $94,057-48.5% | $87,485-44.7% |
| Participation rate | 78.3% | 64.1%+14.2pp | 73.3%+4.9pp | 68.9%+9.3pp |
| Annual return | 17.57% | 35.20%-17.6pp | 480.62%-463.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $4,503 | $2,136+110.7% | $2,933+53.5% | $2,596+73.4% |
| Participant deferral / active EE | $9,835 | $3,260+201.7% | $4,709+108.8% | $4,274+130.1% |
| Admin fee / account holder | $9,983 | $5,629+77.4% | $7,244+37.8% | $7,775+28.4% |