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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 | $49,028 | $152,612-67.9% | $125,192-60.8% | $152,897-67.9% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.5%+13.2pp |
| Annual return | 14.72% | 54.85%-40.1pp | 43.79%-29.1pp | 345.43%-330.7pp |
| Employer contribution / active EE | $4,059 | $4,947-18.0% | $3,866+5.0% | $4,764-14.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,749 | $13,437-64.7% | $9,704-51.1% | $11,599-59.1% |