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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 | $51,638-6.3% | $68,368-29.2% | $82,448-41.3% |
| Participation rate | 78.3% | 63.6%+14.7pp | 73.8%+4.5pp | 68.1%+10.2pp |
| Annual return | 17.57% | 37.53%-20.0pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $4,503 | $2,047+120.0% | $2,649+70.0% | $2,551+76.5% |
| Participant deferral / active EE | $9,835 | $2,914+237.6% | $4,123+138.6% | $4,139+137.6% |
| Admin fee / account holder | $9,983 | $4,643+115.0% | $5,150+93.8% | $7,234+38.0% |