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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 | $34,822 | $70,366-50.5% | $66,674-47.8% | $138,895-74.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 15.11% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,880 | $2,765+4.2% | $2,620+9.9% | $4,194-31.3% |
| Participant deferral / active EE | $9,058 | $4,374+107.1% | $4,084+121.8% | $6,396+41.6% |
| Admin fee / account holder | $890 | $5,262-83.1% | $5,098-82.5% | $12,562-92.9% |