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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 | $63,975 | $81,643-21.6% | $70,462-9.2% | $158,950-59.8% |
| Participation rate | 95.5% | 77.7%+17.7pp | 75.1%+20.4pp | 82.0%+13.5pp |
| Annual return | 15.03% | 208.51%-193.5pp | 109.08%-94.0pp | 302.91%-287.9pp |
| Employer contribution / active EE | $2,857 | $3,218-11.2% | $2,737+4.4% | $4,762-40.0% |
| Participant deferral / active EE | $3,957 | $4,555-13.1% | $3,710+6.7% | $5,983-33.9% |
| Admin fee / account holder | $5,296 | $6,194-14.5% | $3,845+37.7% | $11,248-52.9% |