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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 | $54,991 | $76,368-28.0% | $67,681-18.7% | $154,746-64.5% |
| Participation rate | 85.7% | 79.0%+6.8pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 10.32% | 1066.77%-1056.5pp | 590.58%-580.3pp | 172.34%-162.0pp |
| Employer contribution / active EE | $3,285 | $3,151+4.2% | $2,678+22.6% | $4,379-25.0% |
| Participant deferral / active EE | $4,259 | $4,824-11.7% | $3,976+7.1% | $6,730-36.7% |
| Admin fee / account holder | $2,735 | $8,559-68.1% | $6,100-55.2% | $14,365-81.0% |