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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 | $47,170 | $54,690-13.8% | $76,030-38.0% | $74,478-36.7% |
| Participation rate | 71.2% | 60.3%+10.8pp | 69.1%+2.1pp | 67.2%+3.9pp |
| Annual return | 39.04% | 31.92%+7.1pp | 361.54%-322.5pp | 1370.56%-1331.5pp |
| Employer contribution / active EE | $2,914 | $1,781+63.6% | $2,688+8.4% | $2,626+10.9% |
| Participant deferral / active EE | $6,711 | $3,070+118.6% | $4,257+57.6% | $4,350+54.3% |
| Admin fee / account holder | $1,039 | $2,240-53.6% | $6,421-83.8% | $1,946-46.6% |