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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 | $26,819 | $111,535-76.0% | $105,223-74.5% | $137,256-80.5% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 49.03% | 237.85%-188.8pp | 180.65%-131.6pp | 220.34%-171.3pp |
| Employer contribution / active EE | $2,535 | $3,939-35.7% | $3,689-31.3% | $4,156-39.0% |
| Participant deferral / active EE | $3,197 | $5,500-41.9% | $5,072-37.0% | $6,407-50.1% |
| Admin fee / account holder | $5,000 | $9,721-48.6% | $8,859-43.6% | $12,270-59.3% |