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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 | $32,729 | $115,814-71.7% | $101,275-67.7% | $158,982-79.4% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 18.06% | 56.16%-38.1pp | 46.48%-28.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,603 | $4,176-37.7% | $3,660-28.9% | $4,763-45.3% |
| Participant deferral / active EE | $3,914 | $4,958-21.1% | $4,371-10.4% | $5,983-34.6% |
| Admin fee / account holder | $1,011 | $7,249-86.1% | $5,948-83.0% | $11,252-91.0% |