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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 | $99,995-55.2% | $85,063-47.4% | $145,978-69.3% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 44.37% | 83.99%-39.6pp | 66.54%-22.2pp | 550.52%-506.1pp |
| Employer contribution / active EE | $3,854 | $3,231+19.3% | $2,727+41.3% | $4,662-17.3% |
| Participant deferral / active EE | $5,054 | $5,295-4.6% | $4,523+11.7% | $6,690-24.5% |
| Admin fee / account holder | $478 | $7,255-93.4% | $6,155-92.2% | $13,400-96.4% |