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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 | $52,075 | $89,370-41.7% | $141,197-63.1% | $72,976-28.6% |
| Participation rate | 96.9% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 19.27% | 111.88%-92.6pp | 71.41%-52.1pp | 81.02%-61.7pp |
| Employer contribution / active EE | $4,119 | $3,115+32.2% | $4,736-13.0% | $2,440+68.8% |
| Participant deferral / active EE | $4,013 | $5,419-25.9% | $6,710-40.2% | $3,608+11.2% |
| Admin fee / account holder | $1,788 | $5,957-70.0% | $10,265-82.6% | $5,124-65.1% |