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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 | $53,644 | $102,422-47.6% | $147,117-63.5% | $80,959-33.7% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 13.28% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,875 | $3,717-22.7% | $4,932-41.7% | $2,757+4.3% |
| Participant deferral / active EE | $8,735 | $6,652+31.3% | $8,065+8.3% | $4,300+103.1% |
| Admin fee / account holder | $7,097 | $7,953-10.8% | $12,993-45.4% | $6,925+2.5% |