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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 | $54,558-13.5% | $76,002-37.9% | $74,546-36.7% |
| Participation rate | 71.2% | 60.3%+10.9pp | 69.1%+2.1pp | 67.2%+4.0pp |
| Annual return | 39.04% | 31.83%+7.2pp | 360.07%-321.0pp | 1366.03%-1327.0pp |
| Employer contribution / active EE | $2,914 | $1,778+63.9% | $2,688+8.4% | $2,624+11.0% |
| Participant deferral / active EE | $6,711 | $3,065+119.0% | $4,257+57.7% | $4,347+54.4% |
| Admin fee / account holder | $1,039 | $2,232-53.4% | $6,414-83.8% | $1,944-46.5% |