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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 | $42,476 | $91,537-53.6% | $130,045-67.3% | $75,173-43.5% |
| Participation rate | 84.6% | 71.5%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 26.29% | -631.55%+657.8pp | -137.30%+163.6pp | 160.72%-134.4pp |
| Employer contribution / active EE | $2,245 | $2,845-21.1% | $4,321-48.0% | $2,671-15.9% |
| Participant deferral / active EE | $4,637 | $4,343+6.8% | $5,820-20.3% | $4,126+12.4% |
| Admin fee / account holder | $1,881 | $6,780-72.3% | $10,600-82.3% | $5,651-66.7% |