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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 | $30,452 | $176,402-82.7% | $134,162-77.3% | $158,982-80.8% |
| Participation rate | 94.1% | 78.7%+15.4pp | 72.2%+21.9pp | 82.0%+12.2pp |
| Annual return | 3.19% | 63.66%-60.5pp | 36.35%-33.2pp | 302.99%-299.8pp |
| Employer contribution / active EE | $1,446 | $5,042-71.3% | $3,705-61.0% | $4,763-69.6% |
| Participant deferral / active EE | $4,382 | $4,093+7.1% | $3,500+25.2% | $5,983-26.8% |
| Admin fee / account holder | $3,167 | $8,719-63.7% | $6,685-52.6% | $11,252-71.8% |