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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 | $32,217 | $102,422-68.5% | $147,117-78.1% | $80,959-60.2% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 30.25% | 135.16%-104.9pp | 420.54%-390.3pp | 35.67%-5.4pp |
| Employer contribution / active EE | $5,823 | $3,717+56.6% | $4,932+18.0% | $2,757+111.2% |
| Participant deferral / active EE | $8,571 | $6,652+28.8% | $8,065+6.3% | $4,300+99.3% |
| Admin fee / account holder | $4,958 | $7,953-37.7% | $12,993-61.8% | $6,925-28.4% |