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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 | $29,640 | $83,369-64.4% | $105,223-71.8% | $67,986-56.4% |
| Participation rate | 70.0% | 56.3%+13.7pp | 75.0%-5.0pp | 57.2%+12.8pp |
| Annual return | 43.44% | 24.64%+18.8pp | 180.65%-137.2pp | 31.67%+11.8pp |
| Employer contribution / active EE | $2,578 | $2,541+1.5% | $3,689-30.1% | $2,019+27.7% |
| Participant deferral / active EE | $4,495 | $3,295+36.4% | $5,072-11.4% | $3,358+33.9% |
| Admin fee / account holder | $1,603 | $4,073-60.6% | $8,859-81.9% | $3,203-49.9% |