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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 | $37,316 | $98,760-62.2% | $149,715-75.1% | $79,858-53.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 19.25% | 27.43%-8.2pp | 276.66%-257.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $3,890 | $3,217+20.9% | $4,645-16.2% | $2,471+57.4% |
| Participant deferral / active EE | $8,044 | $5,681+41.6% | $6,842+17.6% | $3,740+115.1% |
| Admin fee / account holder | $2,922 | $6,053-51.7% | $9,310-68.6% | $5,306-44.9% |