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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 | $37,600 | $102,422-63.3% | $147,117-74.4% | $80,959-53.6% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 15.74% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $4,113 | $3,717+10.6% | $4,932-16.6% | $2,757+49.2% |
| Participant deferral / active EE | $11,343 | $6,652+70.5% | $8,065+40.7% | $4,300+163.8% |
| Admin fee / account holder | $461 | $7,953-94.2% | $12,993-96.5% | $6,925-93.4% |