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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 | $66,431 | $102,385-35.1% | $147,080-54.8% | $80,935-17.9% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 13.51% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,670 | $3,717-28.2% | $4,933-45.9% | $2,757-3.1% |
| Participant deferral / active EE | $7,064 | $6,651+6.2% | $8,066-12.4% | $4,299+64.3% |
| Admin fee / account holder | $829 | $7,951-89.6% | $12,989-93.6% | $6,924-88.0% |