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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 | $53,752 | $111,535-51.8% | $105,223-48.9% | $137,256-60.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 45.32% | 237.85%-192.5pp | 180.65%-135.3pp | 220.34%-175.0pp |
| Employer contribution / active EE | $2,596 | $3,939-34.1% | $3,689-29.6% | $4,156-37.5% |
| Participant deferral / active EE | $4,736 | $5,500-13.9% | $5,072-6.6% | $6,407-26.1% |
| Admin fee / account holder | $5,155 | $9,721-47.0% | $8,859-41.8% | $12,270-58.0% |