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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 | $39,378 | $52,353-24.8% | $120,225-67.2% | $82,448-52.2% |
| Participation rate | 95.3% | 58.3%+37.0pp | 69.6%+25.7pp | 68.1%+27.2pp |
| Annual return | 16.58% | 61.85%-45.3pp | 439.23%-422.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,585 | $1,510+71.2% | $3,475-25.6% | $2,551+1.3% |
| Participant deferral / active EE | $2,740 | $2,627+4.3% | $3,999-31.5% | $4,139-33.8% |
| Admin fee / account holder | $5,170 | $4,363+18.5% | $5,696-9.2% | $7,234-28.5% |