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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 | $63,751 | $45,152+41.2% | $73,835-13.7% | $59,633+6.9% |
| Participation rate | 90.2% | 64.0%+26.2pp | 73.4%+16.8pp | 68.7%+21.6pp |
| Annual return | -2.16% | 27.40%-29.6pp | 2268.13%-2270.3pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $2,793 | $1,901+46.9% | $2,788+0.2% | $2,203+26.8% |
| Participant deferral / active EE | $4,029 | $2,573+56.6% | $3,583+12.5% | $3,192+26.2% |
| Admin fee / account holder | $13,175 | $3,515+274.9% | $4,880+170.0% | $4,297+206.6% |