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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 | $46,590 | $69,118-32.6% | $53,647-13.2% | $138,895-66.5% |
| Participation rate | 94.7% | 64.0%+30.8pp | 56.3%+38.5pp | 79.9%+14.8pp |
| Annual return | 23.90% | 248.26%-224.4pp | 358.33%-334.4pp | 145.39%-121.5pp |
| Employer contribution / active EE | $3,880 | $1,189+226.2% | $962+303.3% | $4,194-7.5% |
| Participant deferral / active EE | $5,992 | $2,274+163.5% | $1,813+230.4% | $6,396-6.3% |
| Admin fee / account holder | $1,530 | $2,724-43.8% | $2,460-37.8% | $12,562-87.8% |