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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 | $35,081 | $69,248-49.3% | $64,101-45.3% | $139,466-74.8% |
| Participation rate | 95.2% | 75.6%+19.6pp | 72.3%+22.9pp | 80.3%+14.9pp |
| Annual return | 13.96% | 45.95%-32.0pp | 33.72%-19.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $3,112 | $3,185-2.3% | $2,749+13.2% | $4,754-34.5% |
| Participant deferral / active EE | $4,584 | $4,682-2.1% | $3,881+18.1% | $6,712-31.7% |
| Admin fee / account holder | $537 | $4,247-87.4% | $3,070-82.5% | $11,409-95.3% |