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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 | $75,392 | $45,900+64.3% | $94,057-19.8% | $64,340+17.2% |
| Participation rate | 99.0% | 50.6%+48.4pp | 73.3%+25.7pp | 55.2%+43.8pp |
| Annual return | 22.81% | 50.47%-27.7pp | 480.62%-457.8pp | 24.14%-1.3pp |
| Employer contribution / active EE | $15,330 | $1,612+850.9% | $2,933+422.7% | $1,862+723.5% |
| Participant deferral / active EE | $3,947 | $2,102+87.8% | $4,709-16.2% | $2,980+32.5% |
| Admin fee / account holder | $3,208 | $3,143+2.1% | $7,244-55.7% | $3,703-13.4% |