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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 | $53,298 | $88,702-39.9% | $81,780-34.8% | $145,978-63.5% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.84% | 1029.12%-1015.3pp | 776.27%-762.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,738 | $3,084-43.7% | $2,914-40.4% | $4,662-62.7% |
| Participant deferral / active EE | $5,544 | $4,645+19.4% | $4,321+28.3% | $6,690-17.1% |
| Admin fee / account holder | $3,616 | $8,414-57.0% | $7,384-51.0% | $13,400-73.0% |