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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 | $60,208 | $99,079-39.2% | $78,002-22.8% | $273,972-78.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.5%-1.8pp | 83.0%-9.3pp |
| Annual return | 7.78% | 217.93%-210.2pp | 425.99%-418.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,115 | $3,308-66.3% | $2,470-54.8% | $4,869-77.1% |
| Participant deferral / active EE | $3,566 | $4,306-17.2% | $3,497+2.0% | $5,287-32.6% |
| Admin fee / account holder | $1,531 | $8,954-82.9% | $5,481-72.1% | $10,133-84.9% |