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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 | $49,084 | $52,353-6.2% | $120,225-59.2% | $82,448-40.5% |
| Participation rate | 98.7% | 58.3%+40.4pp | 69.6%+29.1pp | 68.1%+30.6pp |
| Annual return | 19.19% | 61.85%-42.7pp | 439.23%-420.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,069 | $1,510+37.0% | $3,475-40.5% | $2,551-18.9% |
| Participant deferral / active EE | $5,278 | $2,627+100.9% | $3,999+32.0% | $4,139+27.5% |
| Admin fee / account holder | $529 | $4,363-87.9% | $5,696-90.7% | $7,234-92.7% |