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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 | $50,525 | $99,079-49.0% | $78,002-35.2% | $273,972-81.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 5.59% | 217.93%-212.3pp | 425.99%-420.4pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,165 | $3,308+86.4% | $2,470+149.6% | $4,869+26.6% |
| Participant deferral / active EE | $3,193 | $4,306-25.9% | $3,497-8.7% | $5,287-39.6% |
| Admin fee / account holder | $3,150 | $8,954-64.8% | $5,481-42.5% | $10,133-68.9% |