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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 | $102,429-68.5% | $147,096-78.1% | $80,925-60.2% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 30.25% | 135.02%-104.8pp | 419.75%-389.5pp | 35.65%-5.4pp |
| Employer contribution / active EE | $5,823 | $3,716+56.7% | $4,936+18.0% | $2,756+111.3% |
| Participant deferral / active EE | $8,571 | $6,649+28.9% | $8,071+6.2% | $4,299+99.4% |
| Admin fee / account holder | $4,958 | $7,957-37.7% | $13,005-61.9% | $6,940-28.6% |