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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 | $44,756 | $99,921-55.2% | $85,009-47.4% | $145,959-69.3% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 44.37% | 83.89%-39.5pp | 66.47%-22.1pp | 561.95%-517.6pp |
| Employer contribution / active EE | $3,854 | $3,233+19.2% | $2,728+41.3% | $4,661-17.3% |
| Participant deferral / active EE | $5,054 | $5,293-4.5% | $4,522+11.8% | $6,689-24.4% |
| Admin fee / account holder | $478 | $7,252-93.4% | $6,153-92.2% | $13,398-96.4% |