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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 | $72,504 | $95,979-24.5% | $74,551-2.7% | $135,380-46.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.81% | 56.97%-54.2pp | 32.53%-29.7pp | 519.81%-517.0pp |
| Employer contribution / active EE | $3,705 | $2,716+36.4% | $1,961+89.0% | $4,779-22.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,973 | $6,522-69.8% | $5,059-61.0% | $10,828-81.8% |