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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 | $72,481 | $76,368-5.1% | $67,681+7.1% | $154,746-53.2% |
| Participation rate | 78.3% | 79.0%-0.7pp | 73.7%+4.5pp | 80.7%-2.4pp |
| Annual return | 12.15% | 1066.77%-1054.6pp | 590.58%-578.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,748 | $4,824-22.3% | $3,976-5.7% | $6,730-44.3% |
| Admin fee / account holder | $2,013 | $8,559-76.5% | $6,100-67.0% | $14,365-86.0% |