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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 | $32,360 | $58,311-44.5% | $81,882-60.5% | $80,959-60.0% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.4%+20.7pp | 67.7%+25.4pp |
| Annual return | 23.10% | 41.85%-18.7pp | 779.47%-756.4pp | 35.67%-12.6pp |
| Employer contribution / active EE | $7,114 | $2,347+203.2% | $2,916+144.0% | $2,757+158.0% |
| Participant deferral / active EE | $5,124 | $3,287+55.9% | $4,323+18.5% | $4,300+19.2% |
| Admin fee / account holder | $1,290 | $4,752-72.9% | $7,360-82.5% | $6,925-81.4% |