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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 | $48,112 | $51,638-6.8% | $68,368-29.6% | $82,448-41.6% |
| Participation rate | 91.7% | 63.6%+28.1pp | 73.8%+17.9pp | 68.1%+23.6pp |
| Annual return | 31.67% | 37.53%-5.9pp | 292.57%-260.9pp | 41.64%-10.0pp |
| Employer contribution / active EE | $8,269 | $2,047+304.0% | $2,649+212.1% | $2,551+224.1% |
| Participant deferral / active EE | $5,785 | $2,914+98.6% | $4,123+40.3% | $4,139+39.8% |
| Admin fee / account holder | $7,901 | $4,643+70.1% | $5,150+53.4% | $7,234+9.2% |