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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 | $48,665 | $51,638-5.8% | $68,368-28.8% | $82,448-41.0% |
| Participation rate | 97.8% | 63.6%+34.2pp | 73.8%+24.1pp | 68.1%+29.8pp |
| Annual return | 33.11% | 37.53%-4.4pp | 292.57%-259.5pp | 41.64%-8.5pp |
| Employer contribution / active EE | $3,850 | $2,047+88.1% | $2,649+45.3% | $2,551+50.9% |
| Participant deferral / active EE | $9,565 | $2,914+228.3% | $4,123+132.0% | $4,139+131.1% |
| Admin fee / account holder | $342 | $4,643-92.6% | $5,150-93.4% | $7,234-95.3% |