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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 | $39,059 | $102,429-61.9% | $147,096-73.4% | $80,925-51.7% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 13.47% | 135.02%-121.6pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $3,931 | $3,716+5.8% | $4,936-20.4% | $2,756+42.6% |
| Participant deferral / active EE | $4,873 | $6,649-26.7% | $8,071-39.6% | $4,299+13.4% |
| Admin fee / account holder | $6,943 | $7,957-12.7% | $13,005-46.6% | $6,9400% |