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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 | $100,073-55.3% | $85,126-47.4% | $145,877-69.3% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 44.37% | 84.11%-39.7pp | 66.63%-22.3pp | 551.28%-506.9pp |
| Employer contribution / active EE | $3,854 | $3,236+19.1% | $2,731+41.1% | $4,663-17.3% |
| Participant deferral / active EE | $5,054 | $5,294-4.5% | $4,523+11.7% | $6,691-24.5% |
| Admin fee / account holder | $478 | $7,261-93.4% | $6,160-92.2% | $13,402-96.4% |