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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 | $52,634 | $91,086-42.2% | $203,872-74.2% | $86,983-39.5% |
| Participation rate | 71.4% | 65.8%+5.6pp | 77.8%-6.4pp | 69.5%+1.9pp |
| Annual return | 47.23% | 22.30%+24.9pp | 85.11%-37.9pp | 25.83%+21.4pp |
| Employer contribution / active EE | $2,478 | $2,063+20.1% | $3,757-34.1% | $2,584-4.1% |
| Participant deferral / active EE | $5,090 | $4,019+26.7% | $6,388-20.3% | $4,194+21.4% |
| Admin fee / account holder | $2,681 | $8,987-70.2% | $11,730-77.1% | $7,856-65.9% |