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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 | $51,425 | $43,730+17.6% | $121,220-57.6% | $64,173-19.9% |
| Participation rate | 77.8% | 58.3%+19.4pp | 71.8%+6.0pp | 69.6%+8.2pp |
| Annual return | -2.84% | 68.94%-71.8pp | 16.94%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,824 | $1,297+40.7% | $4,023-54.7% | $2,381-23.4% |
| Participant deferral / active EE | $5,513 | $2,281+141.7% | $3,345+64.8% | $3,470+58.9% |
| Admin fee / account holder | $1,532 | $3,502-56.3% | $5,021-69.5% | $4,887-68.7% |