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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 | $30,715 | $95,415-67.8% | $185,851-83.5% | $85,851-64.2% |
| Participation rate | 90.3% | 68.8%+21.6pp | 81.7%+8.6pp | 69.3%+21.0pp |
| Annual return | 22.01% | 23.59%-1.6pp | 122.11%-100.1pp | 318.63%-296.6pp |
| Employer contribution / active EE | $4,422 | $3,314+33.4% | $5,168-14.4% | $2,565+72.4% |
| Participant deferral / active EE | $2,940 | $3,424-14.1% | $5,569-47.2% | $3,952-25.6% |
| Admin fee / account holder | $1,735 | $7,215-75.9% | $16,245-89.3% | $6,261-72.3% |