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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 | $54,785 | $95,979-42.9% | $74,551-26.5% | $135,380-59.5% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | 6.35% | 56.97%-50.6pp | 32.53%-26.2pp | 519.81%-513.5pp |
| Employer contribution / active EE | $6,667 | $2,716+145.4% | $1,961+240.0% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $518 | $6,522-92.1% | $5,059-89.8% | $10,828-95.2% |