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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 | $47,285 | $90,530-47.8% | $76,030-37.8% | $145,897-67.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 11.55% | 625.08%-613.5pp | 361.54%-350.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,315 | $3,319-30.3% | $2,688-13.9% | $4,663-50.3% |
| Participant deferral / active EE | $3,414 | $5,164-33.9% | $4,257-19.8% | $6,689-49.0% |
| Admin fee / account holder | $2,015 | $8,383-76.0% | $6,421-68.6% | $13,390-85.0% |